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Sherrill & Hutchins Financial Advisory Inc

● SEC registered since 1984CRD 105302SEC# 801-22637Atlanta, GA
Export (members)
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
NameTitleOwnershipSince
Jessica Renee Sherrill ControlPresident25-50%2016
Kaitlin Rebecca Theobald ControlChief Compliance Officer, Director Of OperationsUnder 5%2024
Mark D Sheerin ControlChief Executive Officer/Treasurer25-50%2016
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Frequently 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

Address4401 Northside Parkway, NW, Suite 425, Atlanta, GA 30327
Phone770-395-9797
Fax770-395-9854
Office hours8:30 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK2005607
Discloses disciplinary historyNo

Assets under management

Discretionary$623.7M
Non-discretionary$0
Total (RAUM)$623.7M