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Chief Compliance Officer, Director of Operations · Sherrill & Hutchins Financial Advisory Inc

Kaitlin R. Theobald

CRD 7015222 · Named on Form ADV at one SEC-registered adviser

At a glance

Sherrill & Hutchins Financial Advisory Inc, an SEC-registered wealth manager based in Atlanta, GA with $624 million in regulatory assets, lists Kaitlin R. Theobald on its Form ADV as Chief Compliance Officer, Director of Operations, a control person.

Firms and roles

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Kaitlin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kaitlin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.