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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sherrill & Hutchins Financial Advisory Inc
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|---|---|
| CRD # | 105302 |
| SEC # | 801-22637 |
| CIK # | 0002005607 |
| AUM | $565.9 M (2025-01-22) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 770-395-9797 |
| Address | 4401 Northside Parkway, NW Atlanta, GA 30327 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Metrocity Bankshares Inc | 0.7 | ||
| Home Depot Inc | 0.6 | ||
| Tesla Motors Inc | 0.5 | ||
| Johnson & Johnson | 0.3 | ||
| Aflac Inc | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 209 | 108.9 |
| (b) Individuals (high net worth individuals) | 199 | 443.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.7 |
| (h) Charitable organizations | 0 | 7.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,316 | 565.9 |
| By Discretionary | ||
| Discretionary | 1,316 | 565.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,316 | 565.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 565.7 | |
| Total | 1,316 | 565.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002005607] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Single Point Partners LLC
✚
|
MA | 0.6 |
|
Atlas Brown Inc
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|
KY | 0.6 |
|
Lombard Advisers Incorporated
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MD | 0.6 |
|
Leverty Financial Group LLC
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WI | 0.6 |
|
Virtus ETF Advisers LLC
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|
CT | 0.6 |
|
Cogentblue Wealth Advisors LLC
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|
TN | 0.6 |
|
Buck Wealth Strategies LLC
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|
CO | 0.6 |
|
WICK Capital Partners LLC
✚
|
PA | 0.6 |
|
Fischer Financial Services Inc
✚
|
PA | 0.6 |
|
PASI Investments LLC
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|
CT | 0.6 |