Sherrill & Hutchins Financial Advisory Inc
● SEC registered since 1984CRD 105302SEC# 801-22637Atlanta, GA
Reg. AUM
$623.7M
Employees
9
Accounts
1,317
Location
Atlanta, GA
Sherrill & Hutchins Financial Advisory Inc assets under management
Sherrill & Hutchins Financial Advisory Inc operates as an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 1984. It reports $623.7 million in regulatory assets under management and employs 9 people.
Sherrill & Hutchins Financial Advisory Inc owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jessica Renee Sherrill Control | President | 25-50% | 2016 |
| Kaitlin Rebecca Theobald Control | Chief Compliance Officer, Director Of Operations | Under 5% | 2024 |
| Mark D Sheerin Control | Chief Executive Officer/Treasurer | 25-50% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Sherrill & Hutchins Financial Advisory Inc manage?
Sherrill & Hutchins Financial Advisory Inc reports $623.7 million in regulatory assets under management on its Form ADV.
How many employees does Sherrill & Hutchins Financial Advisory Inc have?
Sherrill & Hutchins Financial Advisory Inc reports 9 employees.
Where is Sherrill & Hutchins Financial Advisory Inc located?
Sherrill & Hutchins Financial Advisory Inc is based in Atlanta, GA and has been SEC-registered since 1984.
Does Sherrill & Hutchins Financial Advisory Inc disclose fund performance?
Sherrill & Hutchins Financial Advisory Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4401 Northside Parkway, NW, Suite 425, Atlanta, GA 30327 |
| Phone | 770-395-9797 |
| Fax | 770-395-9854 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 2005607 |
| Discloses disciplinary history | No |
Regulatory AUM
$623.7M▲ 10%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$623.7Mregulatory AUM
Discretionary $623.7M