SHERRILL & HUTCHINS FINANCIAL ADVISORY INC
CRD #105302 SEC #801-22637 ATLANTA, GA 770-395-9797
SEC Registered
Total AUM
$565.9M
Discretionary
$565.9M
Employees
8
Clients
10
Accounts
1,316
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $565.9M | $565.9M | $0 | 8 | 6 |
| Oct 2024 | $542.9M | $542.9M | $0 | 8 | 12 |
| Oct 2024 | $542.9M | $542.9M | $0 | 8 | 12 |
| Oct 2024 | $542.9M | $542.9M | $0 | 8 | 12 |
| Feb 2024 | $542.9M | $542.9M | $0 | 8 | 12 |
| Nov 2023 | $486.6M | $486.6M | $0 | 8 | 13 |
| May 2023 | $486.6M | $486.6M | $0 | 8 | 13 |
| Mar 2023 | $486.6M | $486.6M | $0 | 8 | 13 |
| Apr 2022 | $571.5M | $571.5M | $0 | 8 | 9 |
| Mar 2022 | $571.5M | $571.5M | $0 | 8 | 9 |
| Nov 2021 | $498.1M | $498.1M | $0 | 7 | 9 |
| Jun 2021 | $498.1M | $498.1M | $0 | 7 | 9 |
| Mar 2021 | $498.1M | $498.1M | $0 | 6 | 9 |
| Jan 2021 | $434.6M | $434.6M | $0 | 7 | 10 |
| Sep 2020 | $434.6M | $434.6M | $0 | 7 | 10 |
| Sep 2020 | $434.6M | $434.6M | $0 | 7 | 10 |
| Jun 2020 | $434.6M | $434.6M | $0 | 7 | 10 |
| Jun 2020 | $434.6M | $434.6M | $0 | 7 | 10 |
| Feb 2020 | $448.1M | $434.6M | $13.5M | 7 | 8 |
| Nov 2019 | $392.2M | $384.7M | $7.5M | 7 | 12 |
| Jun 2019 | $392.2M | $384.7M | $7.5M | 7 | 12 |
| Feb 2019 | $392.2M | $384.7M | $7.5M | 7 | 12 |
| Dec 2018 | $412.5M | $404.6M | $7.9M | 8 | 14 |
| Aug 2018 | $412.5M | $404.6M | $7.9M | 8 | 14 |
| Jun 2018 | $412.5M | $404.6M | $7.9M | 8 | 14 |
| Mar 2018 | $412.5M | $404.6M | $7.9M | 8 | 14 |
| Mar 2017 | $381.8M | $373.5M | $8.3M | 9 | 500 |
| Jun 2016 | $353.2M | $346.4M | $6.8M | 8 | 400 |
| Feb 2016 | $353.2M | $346.4M | $6.8M | 9 | 400 |
| Feb 2016 | $353.2M | $346.4M | $6.8M | 9 | 400 |
| Feb 2015 | $367.5M | $360.4M | $7.1M | 10 | 400 |
| Jan 2015 | $349.9M | $342.9M | $7M | 10 | 400 |
| Mar 2014 | $349.9M | $342.9M | $7M | 10 | 400 |
| Nov 2013 | $293.9M | $293.9M | $0 | 10 | 449 |
| Feb 2013 | $293.9M | $293.9M | $0 | 10 | 449 |
| May 2012 | $250.2M | $250.2M | $0 | 11 | 1,230 |
| Apr 2012 | $250.2M | $250.2M | $0 | 11 | 1,230 |
| Mar 2012 | $250.2M | $250.2M | $0 | 11 | 1,230 |
| May 2011 | $244M | $238.6M | $5.4M | -- | -- |
| Mar 2011 | $244M | $238.6M | $5.4M | -- | -- |
| Mar 2010 | $214.4M | $209.6M | $4.8M | -- | -- |
| Jan 2010 | $172.7M | $168.9M | $3.9M | -- | -- |
| Mar 2009 | $172.7M | $168.9M | $3.9M | -- | -- |
| Sep 2008 | $244.4M | $240.5M | $3.9M | 10 | -- |
| Mar 2008 | $244.4M | $240.5M | $3.9M | 10 | -- |
| Jan 2008 | $219M | $219M | $0 | 10 | -- |
| Mar 2007 | $219M | $219M | $0 | 10 | -- |
| Jan 2007 | $190.7M | $190.7M | $0 | 10 | -- |
| Mar 2006 | $190.7M | $190.7M | $0 | 10 | -- |
| Oct 2005 | $160.5M | $160.5M | $0 | 10 | -- |
| Feb 2005 | $160.5M | $160.5M | $0 | 10 | -- |
| Oct 2003 | $116.5M | $116.5M | $0 | 10 | -- |
DateJan 2025
Total AUM$565.9M
Discretionary$565.9M
Non-Disc.$0
Employees8
Clients6
DateOct 2024
Total AUM$542.9M
Discretionary$542.9M
Non-Disc.$0
Employees8
Clients12
DateOct 2024
Total AUM$542.9M
Discretionary$542.9M
Non-Disc.$0
Employees8
Clients12
DateOct 2024
Total AUM$542.9M
Discretionary$542.9M
Non-Disc.$0
Employees8
Clients12
DateFeb 2024
Total AUM$542.9M
Discretionary$542.9M
Non-Disc.$0
Employees8
Clients12
DateNov 2023
Total AUM$486.6M
Discretionary$486.6M
Non-Disc.$0
Employees8
Clients13
DateMay 2023
Total AUM$486.6M
Discretionary$486.6M
Non-Disc.$0
Employees8
Clients13
DateMar 2023
Total AUM$486.6M
Discretionary$486.6M
Non-Disc.$0
Employees8
Clients13
DateApr 2022
Total AUM$571.5M
Discretionary$571.5M
Non-Disc.$0
Employees8
Clients9
DateMar 2022
Total AUM$571.5M
Discretionary$571.5M
Non-Disc.$0
Employees8
Clients9
DateNov 2021
Total AUM$498.1M
Discretionary$498.1M
Non-Disc.$0
Employees7
Clients9
DateJun 2021
Total AUM$498.1M
Discretionary$498.1M
Non-Disc.$0
Employees7
Clients9
DateMar 2021
Total AUM$498.1M
Discretionary$498.1M
Non-Disc.$0
Employees6
Clients9
DateJan 2021
Total AUM$434.6M
Discretionary$434.6M
Non-Disc.$0
Employees7
Clients10
DateSep 2020
Total AUM$434.6M
Discretionary$434.6M
Non-Disc.$0
Employees7
Clients10
DateSep 2020
Total AUM$434.6M
Discretionary$434.6M
Non-Disc.$0
Employees7
Clients10
DateJun 2020
Total AUM$434.6M
Discretionary$434.6M
Non-Disc.$0
Employees7
Clients10
DateJun 2020
Total AUM$434.6M
Discretionary$434.6M
Non-Disc.$0
Employees7
Clients10
DateFeb 2020
Total AUM$448.1M
Discretionary$434.6M
Non-Disc.$13.5M
Employees7
Clients8
DateNov 2019
Total AUM$392.2M
Discretionary$384.7M
Non-Disc.$7.5M
Employees7
Clients12
DateJun 2019
Total AUM$392.2M
Discretionary$384.7M
Non-Disc.$7.5M
Employees7
Clients12
DateFeb 2019
Total AUM$392.2M
Discretionary$384.7M
Non-Disc.$7.5M
Employees7
Clients12
DateDec 2018
Total AUM$412.5M
Discretionary$404.6M
Non-Disc.$7.9M
Employees8
Clients14
DateAug 2018
Total AUM$412.5M
Discretionary$404.6M
Non-Disc.$7.9M
Employees8
Clients14
DateJun 2018
Total AUM$412.5M
Discretionary$404.6M
Non-Disc.$7.9M
Employees8
Clients14
DateMar 2018
Total AUM$412.5M
Discretionary$404.6M
Non-Disc.$7.9M
Employees8
Clients14
DateMar 2017
Total AUM$381.8M
Discretionary$373.5M
Non-Disc.$8.3M
Employees9
Clients500
DateJun 2016
Total AUM$353.2M
Discretionary$346.4M
Non-Disc.$6.8M
Employees8
Clients400
DateFeb 2016
Total AUM$353.2M
Discretionary$346.4M
Non-Disc.$6.8M
Employees9
Clients400
DateFeb 2016
Total AUM$353.2M
Discretionary$346.4M
Non-Disc.$6.8M
Employees9
Clients400
DateFeb 2015
Total AUM$367.5M
Discretionary$360.4M
Non-Disc.$7.1M
Employees10
Clients400
DateJan 2015
Total AUM$349.9M
Discretionary$342.9M
Non-Disc.$7M
Employees10
Clients400
DateMar 2014
Total AUM$349.9M
Discretionary$342.9M
Non-Disc.$7M
Employees10
Clients400
DateNov 2013
Total AUM$293.9M
Discretionary$293.9M
Non-Disc.$0
Employees10
Clients449
DateFeb 2013
Total AUM$293.9M
Discretionary$293.9M
Non-Disc.$0
Employees10
Clients449
DateMay 2012
Total AUM$250.2M
Discretionary$250.2M
Non-Disc.$0
Employees11
Clients1,230
DateApr 2012
Total AUM$250.2M
Discretionary$250.2M
Non-Disc.$0
Employees11
Clients1,230
DateMar 2012
Total AUM$250.2M
Discretionary$250.2M
Non-Disc.$0
Employees11
Clients1,230
DateMay 2011
Total AUM$244M
Discretionary$238.6M
Non-Disc.$5.4M
Employees--
Clients--
DateMar 2011
Total AUM$244M
Discretionary$238.6M
Non-Disc.$5.4M
Employees--
Clients--
DateMar 2010
Total AUM$214.4M
Discretionary$209.6M
Non-Disc.$4.8M
Employees--
Clients--
DateJan 2010
Total AUM$172.7M
Discretionary$168.9M
Non-Disc.$3.9M
Employees--
Clients--
DateMar 2009
Total AUM$172.7M
Discretionary$168.9M
Non-Disc.$3.9M
Employees--
Clients--
DateSep 2008
Total AUM$244.4M
Discretionary$240.5M
Non-Disc.$3.9M
Employees10
Clients--
DateMar 2008
Total AUM$244.4M
Discretionary$240.5M
Non-Disc.$3.9M
Employees10
Clients--
DateJan 2008
Total AUM$219M
Discretionary$219M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$219M
Discretionary$219M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$190.7M
Discretionary$190.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$190.7M
Discretionary$190.7M
Non-Disc.$0
Employees10
Clients--
DateOct 2005
Total AUM$160.5M
Discretionary$160.5M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$160.5M
Discretionary$160.5M
Non-Disc.$0
Employees10
Clients--
DateOct 2003
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees10
Clients--