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Sherrill & Hutchins Financial Advisory
Sherrill & Hutchins was founded in Atlanta in 1984 by Tom Sherrill and Rick Hutchins. Both founders have since retired, and the firm is now owned by a...
Sherrill & Hutchins Financial Advisory
Sherrill & Hutchins was founded in Atlanta in 1984 by Tom Sherrill and Rick Hutchins. Both founders have since retired, and the firm is now owned by a second-generation group that includes Tom's daughter, Jessica Sherrill (who joined in 1999), Rick's son, Ricky Hutchins (joined in 2007), along with Ted Noble (joined in 2000) and Mark Sheerin (joined in 2011). The firm describes itself as an independent, fee-only boutique with deep local roots. The firm's investment approach centers on holistic financial planning, cash-flow analysis, retirement-income planning, tax-aware strategies, and estate-planning coordination for clients who are actively accumulating assets or transitioning into retirement. Portfolios are constructed using mutual funds and exchange-traded funds. Sherrill & Hutchins explicitly does not recommend individual stocks, sell insurance, prepare tax returns, or act as a stockbroker. The firm maintains a $1 million investable-asset minimum and focuses on clients in the United States, particularly those connected to its Atlanta base. There are no publicly disclosed named portfolio companies or co-investments, consistent with a planning-led practice that invests through pooled vehicles. Sherrill & Hutchins operates from a single office in Atlanta. The firm remains intentionally small, stating this structure preserves client access to a dedicated advisor rather than an 800-number or unfamiliar staff. No adjacent vehicles, philanthropic foundations, or club memberships are disclosed. In keeping with its fiduciary stance, the firm's ADV and Form CRS are publicly available on its website. Structurally, the firm differentiates by operating as a multi-generational family business that has deliberately capped growth. The second-generation ownership group — two of whom are the founders' children — has maintained the original fee-only, fiduciary model since the founders retired. By avoiding scale and commission-based product sales, Sherrill & Hutchins' architecture ties its revenue directly to portfolio performance, aligning its incentives with those of the families it serves.
General information
Firm type
Bank / Wealth / Trust
Year founded
1984
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
Atlanta, GA, United States
Principals
Jessica Sherrill
Principal
Ricky Hutchins
Principal
Ted Noble
Principal
Mark Sheerin
Principal
Frequently asked questions
Who is responsible for investment decisions at Sherrill & Hutchins?
The four current principals — Jessica Sherrill, Ricky Hutchins, Ted Noble, and Mark Sheerin — collectively own and run the firm. The firm has not publicly identified a standalone chief investment officer, suggesting investment decisions are made collaboratively within the principal group. The firm constructs portfolios of mutual funds and ETFs and does not engage in individual stock selection.
Is Sherrill & Hutchins structured as a single-family office?
No. It is a registered investment adviser that serves multiple unrelated client families. While it is a boutique and has multi-generational family ownership internally, it operates as a wealth-management practice for working professionals, not a family office dedicated to a single fortune.
What investment products does Sherrill & Hutchins avoid, and why?
The firm will not recommend individual stocks, sell commission-based products such as annuities or life insurance, or act as a stockbroker. Sherrill & Hutchins states that its fee-only model — where compensation is tied to portfolio performance — makes commission-based sales structurally misaligned with client interests. The firm also does not prepare tax returns or provide legal services, though it coordinates tax and estate planning.
What is the minimum asset threshold for a potential client?
The firm's published minimum is $1 million in investable assets. The website frames this threshold as part of its focus on working professionals who are actively accumulating assets or preparing for retirement, and it notes the firm is open to discussing fit with individuals near or in retirement.
Where does the wealth that Sherrill & Hutchins manages come from?
No single wealth-origin event is disclosed. The firm serves multiple unrelated individuals and families, primarily working professionals and retirees. The practice was founded by Tom Sherrill and Rick Hutchins in 1984, but no family office fortune or liquidity event is associated with the firm's client base.
How does Sherrill & Hutchins source new clients?
The firm does not describe a formal client-acquisition strategy. Its public positioning relies on its fiduciary, fee-only status and its intentionally small scale, implying that growth comes through referrals. There is no mention of a sales team, marketing department, or external sourcing partnerships.
Does Sherrill & Hutchins participate in philanthropic or estate-planning structures?
The firm advises on estate planning and coordinates with attorneys and other professionals, but it does not offer executor, trustee, or legal services itself. No philanthropic foundation or donor-advised fund platform is disclosed — Sherrill & Hutchins does not maintain separate philanthropic structures.
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