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SHERRILL & HUTCHINS FINANCIAL ADVISORY INC

CRD 105302File 801-22637
APPROVED
Retail clients
Custody
Filing as of Jun 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$623.7M
Above cohort median (national)
Discretionary AUM
$623.7M
Clients
409
1,317 accounts
Employees
9
Above cohort median in GA

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
ARO
Registration date
Nov 14, 1984
Principal office
4401 NORTHSIDE PARKWAY, NW, SUITE 425, ATLANTA, GA, 30327
Phone
770-395-9797

Assets & accounts

ADV Item 5F
Total regulatory AUM
$623.7M
Discretionary AUM
$623.7M
Non-discretionary AUM
$0
Discretionary accounts
1,317
Non-discretionary accounts
0
Total accounts
1,317
AUM per client
$1.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizationsFewer than 5$9.4M
High net worth individuals206$499.4M
Pension and profit sharing plansFewer than 5$5.9M
Individuals (other than high net worth individuals)203$109.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Financial planning services
  • Portfolio management for other
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.