Sherrill & Hutchins Financial Advisory Inc
- Regulatory AUM
- $624M
- Discretionary
- $624M
- Clients
- 409
- Avg AUM / client
- $1.5M
- Accounts
- 1,317
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 26, 2026
Investments (13F portfolio — 15 positions, $169,303,049)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | VNG RUS1000IDX | $46,482,996 | 157,505 | 27.5% | 7.45% |
| 2 | Fidelity Merrimack Str Tr | TOTAL BD ETF | $41,312,517 | 905,462 | 24.4% | 6.62% |
| 3 | American Centy Etf Tr | US SML CP VALU | $33,816,788 | 306,117 | 20.0% | 5.42% |
| 4 | American Centy Etf Tr | US QUALITY GROW | $28,129,840 | 267,827 | 16.6% | 4.51% |
| 5 | Franklin Templeton Etf Tr | US MID CP MLTFCT | $13,243,493 | 241,098 | 7.82% | 2.12% |
| 6 | Schwab Strategic Tr | 1000 INDEX ETF | $1,451,074 | 46,316 | 0.86% | 0.23% |
| 7 | Home Depot Inc | COM | $1,110,107 | 3,375 | 0.66% | 0.18% |
| 8 | Dimensional Etf Trust | INTL SMALL CAP E | $900,740 | 26,752 | 0.53% | 0.14% |
| 9 | Vanguard Index Fds | S&P 500 ETF SHS | $616,565 | 1,032 | 0.36% | 0.1% |
| 10 | Invesco Exchange Traded Fd T | S&P500 EQL WGT | $596,296 | 3,107 | 0.35% | 0.1% |
| 11 | Pimco Etf Tr | ACTIVE BD ETF | $519,014 | 5,624 | 0.31% | 0.08% |
| 12 | Metrocity Bankshares Inc | COM | $373,398 | 13,024 | 0.22% | 0.06% |
| 13 | First Tr Exchng Traded Fd Vi | SMITH OPPORT FXD | $320,590 | 7,355 | 0.19% | 0.05% |
| 14 | Aflac Inc | COM | $225,015 | 2,051 | 0.13% | 0.04% |
| 15 | Ishares Tr | CORE S&P MCP ETF | $204,616 | 3,030 | 0.12% | 0.03% |
Top 25 of 15 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 203 | $109M | 17.5% |
| High net worth individuals | 206 | $499M | 80.1% |
| Pension and profit sharing plans | Fewer than 5 clients | $5.9M | 0.95% |
| Charitable organizations | Fewer than 5 clients | $9.4M | 1.51% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jessica Renee Sherrill | President | CFP | Mar 2008 (18y) | 25% – 50% |
| Theodore Leslie Noble | Vice President/Secretary | CFP | Apr 2008 (18y) | 25% – 50% |
| William Fredrick Hutchins | Vice President | CFP | May 2011 (15y) | 25% – 50% |
| Mark D Sheerin | Chief Executive Officer/Treasurer | CFP | Nov 2015 (11y) | 25% – 50% |
| Kaitlin Rebecca Theobald | Chief Compliance Officer, Director Of Operations | CFP | Sep 2018 (8y) | Less than 5% |
| Robert Alexander Cramer | Registered representative | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/26/2026 | 911 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $539M (86% of AUM) Jun 2026
- Fidelity Brokerage Services $80.4M (13% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 26, 2026.
View current Form ADV (SEC/IAPD) ↗