|
⚲
|
| Sherrill & Hutchins Financial Advisory Inc
✚
| |
|---|---|
| CRD # | 105302 |
| SEC # | 801-22637 |
| CIK # | 0002005607 |
| AUM | $542.9 MM (2024-02-05) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 770-395-9797 |
| Address | 4401 Northside Parkway, NW Atlanta, GA 30327 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MCBS | 517.7 | 0.8 | |
| HD | 277,648.0 | 0.6 | |
| TSLA | 723,390.3 | 0.6 | |
| JNJ | 465,600.2 | 0.3 | |
| AFL | 36,008.8 | 0.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 222 | 115.3 |
| (b) Individuals (high net worth individuals) | 198 | 412.5 |
| (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 | 7.5 |
| (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 | 1,345 | 542.9 |
| By Discretionary | ||
| Discretionary | 1,345 | 542.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,345 | 542.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 541.3 | |
| Total | 1,345 | 542.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002005607] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fiduciary Financial Group LLC
✚
|
CA | 0.5 |
|
Platte River Wealth Advisors LLC
✚
|
CO | 0.5 |
|
Ballast Inc
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|
KY | 0.5 |
|
Goehring & Rozencwajg Associates LLC
✚
|
NY | 0.5 |
|
Rose Capital Advisors LLC
✚
|
FL | 0.5 |
|
Ridgecrest Wealth Partners LLC
✚
|
CA | 0.5 |
|
Oak Hill Wealth Advisors LLC
✚
|
VA | 0.5 |
|
Buckley Wealth Management LLC
✚
|
NV | 0.5 |
|
Dodds Wealth LLC
✚
|
CO | 0.5 |
|
Hanlon Investment Management Inc
✚
|
NJ | 0.5 |