Sherrill & Hutchins Financial Advisory Inc
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 105302
- Registered since
- November 14, 1984
- Website
- www.sherrillandhutchins.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.07%
- Individuals17.47%
- Charitable Organizations1.51%
- Pension & Profit Sharing Plans0.95%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Sherrill & Hutchins Financial Advisory Inc is an independent registered investment adviser that has been SEC registered since 1984. The firm is structured as a corporation with individual ownership and focuses its practice on private clients — primarily individuals and families. Its advisory model combines fee arrangements based on a percentage of assets under management with hourly and fixed-fee engagements. Services emphasized on the firm’s ADV include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm is not positioned as a multi-state adviser and does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
Owners & executives
2 of 2
Kaitlin Theobald
Chief Compliance OfficerCRD 7015222
Mark Sheerin
Chief Executive OfficerCRD 6053305
Contacts
3 of 4
William Hutchins
Vice PresidentCRD 5879789
Jessica Sherrill
PresidentCRD 5472765
Theodore Noble
Vice PresidentCRD 5472817
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$205M in ETFs
52%
$108M
48%
$97.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 INDEX FUND (VONE) | Vanguard | Passive | Large Blend | $52.6M | 152,949 | 25.63% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 4401 Northside Pkwy Nw
- Time zone
- ET (UTC-5)
- Office locations
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