Sherrill & Hutchins Financial Advisory, Inc.
Sherrill & Hutchins Financial Advisory, Inc is an independent Registered Investment Adviser (RIA) founded and headquartered in Atlanta, Georgia. It manages over half a billion dollars in assets and provides comprehensive wealth management and investment advisory services primarily to individuals, both high net worth and others, as well as pension and charitable organizations. With approximately 8 employees, the firm offers tailored advice focusing on long-term client interests.
Investment Strategy
Sherrill & Hutchins Financial Advisory, Inc offers personalized, discretionary portfolio management services, primarily for individual clients. The firm constructs broadly diversified portfolios emphasizing long-term growth and risk management, with allocations to core stock and bond ETFs, index funds, and select equities. Its philosophy centers on asset allocation, diversification, and consistent rebalancing across U.S. equity, fixed income, and value-oriented holdings such as Vanguard, Fidelity, Schwab ETFs, as well as key stock positions in firms like Tesla, Johnson & Johnson, and Home Depot. The firm incorporates client objectives, risk tolerance, and time horizons into all investment decisions.
Top Holdings
Equity Positions (12)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VONE | VANGUARD SCOTTSDALE FDS | 35.58% | $49.1M | 162,469 | $218.23 | $302.35 | +$2.8M |
F FBND | FIDELITY MERRIMACK STR TR | 29.47% | $40.7M | 879,774 | $45.91 | $46.24 | +$1.2M |
A AVUV | AMERICAN CENTY ETF TR | 22.52% | $31.1M | 312,304 | $89.80 | $99.53 | +$2.3M |
F FLQM | FRANKLIN TEMPLETON ETF TR | 8.49% | $11.7M | 207,631 | $53.90 | $56.45 | +$2.3M |
S SCHK | SCHWAB STRATEGIC TR | 1.07% | $1.5M | 46,033 | $24.88 | $32.12 | +$384.7K |