Sherrill & Hutchins Financial Advisory Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 4, 2026, reports $624M in regulatory assets under management, 8 employees, and 1,317 accounts.
Assets Under Management
$624M
Employees
8
Offices
--
Total Clients
409
Primary office
ATLANTA, GA
4401 NORTHSIDE PARKWAY, NW, SUITE 425, ATLANTA, GA, United States
Top client segmentHNWI represent 50.4% of total clients.
Top client categories% of clientsClients
1
HNWI
50.4%
206
2
Individuals
49.6%
203
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$624Mas of March 4, 2026
Discretionary100.0%
$624M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$624M
Total Accounts1,317
10Y AUM Change+$242M (+63.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee51:1
10Y Employee Change-1 (-11.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.