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SHERRILL & HUTCHINS FINANCIAL ADVISORY INC
CRD 105302 · SEC 801-22637
4401 NORTHSIDE PARKWAY, NW, SUITE 425, ATLANTA, GA, 30327, United States
Phone
770-395-9797
Fax
770-395-9854
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$623.7M
Discretionary AUM
$623.7M
Team
8 total employees; 5 advisory reps; 7 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingESTATE DISTRIBUTION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 203 | $109.0M |
| High net worth individuals | 206 | $499.4M |
States served
AL, GA, NE, NC, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD