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, privately owned registered investment adviser that has been operating since 1984. The firm serves individual and family clients and offers a mix of fee arrangements, including a percentage-of-AUM model as well as hourly and fixed-fee engagements. Core advisory services listed by the firm are financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is not positioned as an institutional capital allocator and does not identify as an active ESG investor. It appears to focus on traditional wealth-management relationships rather than multi-state or related-adviser structures.
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
Mark Sheerin
Chief Executive OfficerCRD 6053305
Kaitlin Theobald
Chief Compliance OfficerCRD 7015222
Contacts
3 of 4
William Hutchins
Vice PresidentCRD 5879789
Robert Cramer
Associate AdvisorCRD 8289199
Jessica Sherrill
PresidentCRD 5472765
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$208M in ETFs
52%
$108M
48%
$99.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 INDEX FUND (VONE) | Vanguard | Passive | Large Blend | $52.8M | 155,798 | 25.42% |
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
Similar firms
Rowland Miller + Partners LLC
RIAAtlanta, GA
Arcapita Investment Management US Inc.
RIAAtlanta, GA
Persium Advisors, LLC
RIAAtlanta, GA
IRC Wealth
RIAAtlanta, GA
EPG Wealth Management LLC
RIAAtlanta, GA
Domain Timber Advisors, LLC
RIAAtlanta, GA