Data / Investment advisers / Georgia / Sherrill & Hutchins Financial Advisory Inc
Sherrill & Hutchins Financial Advisory Inc, Atlanta, GA: $624 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Sherrill & Hutchins Financial Advisory Inc is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $624 million in regulatory assets under management in its Form ADV filed June 26, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 105302
- SEC file number
- 801-22637
- SEC status
- Approved, effective November 14, 1984
- Main office
- 4401 Northside Parkway, NW Suite 425, Atlanta, GA 30327
- Phone
- (770) 395-9797
- Website
- sherrillandhutchins.com
- Regulatory AUM
- $623,701,821 in the Form ADV filed June 26, 2026
- Discretionary AUM
- $623,701,821
- Accounts
- 1,317
- Employees
- 9, of which 6 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 206 | $499.4 million |
| Individuals (other than high net worth individuals) | 203 | $109 million |
| Charitable organizations | Fewer than 5 | $9.4 million |
| Pension and profit sharing plans | Fewer than 5 | $5.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $623.7 million | March 4, 2026 |
| December 1, 2025 | $565.9 million | January 22, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Meadow Creek Wealth Advisors, LLC | Atlanta | $728 million | Not listed | adviserinfo.sec.gov |
| Smith & Howard Wealth Management, LLC | Atlanta | $726.9 million | Not listed | adviserinfo.sec.gov |
| Anchyra Partners LLC | Atlanta | $689.2 million | Not listed | adviserinfo.sec.gov |
| Irc Wealth | Atlanta | $666.7 million | Not listed | adviserinfo.sec.gov |
| Rowland Miller + Partners LLC | Atlanta | $635.9 million | Not listed | adviserinfo.sec.gov |
| Arcapita Investment Management US Inc. | Atlanta | $607.3 million | 8 | adviserinfo.sec.gov |
| Persium Advisors, LLC | Atlanta | $583.6 million | Not listed | adviserinfo.sec.gov |
| Epg Wealth Management LLC | Atlanta | $579.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Sherrill & Hutchins Financial Advisory Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.