Unclaimed Profile

Michael John Sherman

SCHOOLCRAFT CAPITAL LLC·BOULDER, Colorado

SIE, Series 7, Series 24, Series 63Clean record26 years registeredSCHOOLCRAFT CAPITAL LLC

820 PEARL STREET SUITE F, BOULDER, CO 80302CRD# 2286858Firm CRD# 174210

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael John Sherman · BOULDER, CO

Registration

CRD #2286858 · SCHOOLCRAFT CAPITAL LLC · 26 years registered

Brand Profile

Not yet started

Career History

M4A3 LLC

May 2025 – present

SCHOOLCRAFT CAPITAL LLC

May 2015 – Jun 2025

DENVER, CO

CRESTONE ASSET MANAGEMENT LLC

Jun 2000 – Nov 2014

BOULDER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · June 22, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SCHOOLCRAFT CAPITAL LLC

CRD 174210 · SEC 801-110952

AUM

$1.2B

Regulatory assets under management

Employees

184 client accounts

Services offered by SCHOOLCRAFT CAPITAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at SCHOOLCRAFT CAPITAL LLC →

Introduction

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Frequently Asked Questions

What services does Michael John Sherman offer?

Michael John Sherman specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOULDER, Colorado for a consultation.

What are Michael John Sherman's credentials?

Michael John Sherman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael John Sherman located?

Michael John Sherman is based in BOULDER, Colorado, working with SCHOOLCRAFT CAPITAL LLC. Their office serves clients in the BOULDER metropolitan area and surrounding communities.

How does Michael John Sherman charge for services?

Michael John Sherman's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SCHOOLCRAFT CAPITAL LLC?

SCHOOLCRAFT CAPITAL LLC has approximately 12 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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