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 and is owned by individuals. The firm serves individual and family clients and structures fees using a mix of percentage of AUM, hourly charges and fixed fees. Its advisory offering centers on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Investment activity is concentrated in public funds and mutual funds, with a strong tilt toward passive, broad-market exposure through large-cap index vehicles. The firm appears to favor liquid, easy-to-access vehicles for core equity exposure while supplementing client portfolios with privately placed alternative allocations on a selective basis.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 2MARK SHEERIN
Chief Executive OfficerCRD 6053305
Kaitlin Theobald
Chief Compliance OfficerCRD 7015222
Contacts
3 of 3WILLIAM 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 14Active vs passive
$169M in ETFs
54%
$91.3M
46%
$77.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 INDEX FUND (VONE) | Vanguard | Passive | Large Blend | $46.5M | 157,505 | 27.58% |
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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