# Sherrill & Hutchins Financial Advisory Inc

> Sherrill & Hutchins Financial Advisory Inc is an SEC-registered investment advisory firm in Atlanta, GA, registered since 1984, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 26, 2026.

- CRD: 105302
- Filed as: SHERRILL & HUTCHINS FINANCIAL ADVISORY INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: June 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105302
- AdvisorCensus page: https://advisorcensus.com/firm/sherrill-and-hutchins-financial-advisory-inc-atlanta-ga-105302

## Quick answers

**How is Sherrill & Hutchins Financial Advisory Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Sherrill & Hutchins Financial Advisory Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Sherrill & Hutchins Financial Advisory Inc charge?**
Its Form ADV Part 2A brochure dated June 26, 2026 states: Hourly rate: $350 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Sherrill & Hutchins Financial Advisory Inc located?**
Sherrill & Hutchins Financial Advisory Inc's principal office is in Atlanta, GA, according to its Form ADV.

**Is Sherrill & Hutchins Financial Advisory Inc registered with the SEC or a state?**
Sherrill & Hutchins Financial Advisory Inc is an SEC-registered investment advisory firm, registered since 1984. Status as filed: Approved. CRD 105302.

**How much does Sherrill & Hutchins Financial Advisory Inc manage?**
Sherrill & Hutchins Financial Advisory Inc reports $623,701,821 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (100% discretionary).

**How have Sherrill & Hutchins Financial Advisory Inc's assets and staff changed since 2021?**
In the Form ADV data for Sherrill & Hutchins Financial Advisory Inc: Regulatory assets under management: $498,055,537 in the October 2021 data and $623,701,821 in the October 2026 data, up 25%. Total employees: 7 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sherrill & Hutchins Financial Advisory Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (206); individuals (other than high net worth individuals) (203).

**Which custodians does Sherrill & Hutchins Financial Advisory Inc use?**
Sherrill & Hutchins Financial Advisory Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Sherrill & Hutchins Financial Advisory Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105302

**What changed in Sherrill & Hutchins Financial Advisory Inc's recent Form ADV filings?**
In the July 2026 filing data: Employees performing advisory functions went from 5 to 6.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 26, 2026)

- Hourly rate: $350 an hour (financial planning services)

> In some cases, the fee may be higher, or we may charge an hourly rate of $350.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $623,701,821
- Discretionary: $623,701,821
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 203 | $108,984,025 |
| High net worth individuals | 206 | $499,401,965 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $5,916,160 |
| Charitable organizations | Fewer than 5 | $9,399,671 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 1984 (41 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, NC, NE, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [sherrillandhutchins.com](https://sherrillandhutchins.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $498,055,537 | 7 | June 23, 2021 |
| October 2022 | $571,546,813 | 8 | April 8, 2022 |
| October 2023 | $486,598,448 | 8 | May 15, 2023 |
| October 2024 | $542,901,344 | 8 | February 5, 2024 |
| October 2025 | $565,867,131 | 8 | January 22, 2025 |
| October 2026 | $623,701,821 | 9 | June 26, 2026 |

Regulatory assets under management: $498,055,537 in the October 2021 data and $623,701,821 in the October 2026 data, up 25%.
Total employees: 7 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Employees performing advisory functions went from 5 to 6.

### April 2026
- Regulatory assets under management went from $565,867,131 to $623,701,821 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sherrill & Hutchins Financial Advisory Inc (CRD 105302): Form ADV filing data as of October 2026.