{
  "crd_number": 128049,
  "slug": "perpetual-financial-west-newton-ma-128049",
  "primary_business_name": "PERPETUAL FINANCIAL",
  "legal_name": "NAJARIAN, GARY JAMES",
  "dbas": [],
  "city": "West Newton",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "1994-04-14",
  "years_registered": 32,
  "period": "2026-10-01",
  "filing_date": "2026-02-26",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "commissions",
    "other"
  ],
  "advisory_activities": [
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "FL",
    "MA",
    "NH",
    "PA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128049",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "WEST NEWTON",
  "url": "https://advisorcensus.com/firm/perpetual-financial-west-newton-ma-128049",
  "display_name": "Perpetual Financial",
  "summary": "Perpetual Financial is a state-registered investment advisory firm in West Newton, MA, registered since 1994, with no regulatory assets under management reported in its Form ADV filing dated February 26, 2026.",
  "citation": "AdvisorCensus. Perpetual Financial (CRD 128049): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Commissions",
    "Other"
  ],
  "advisory_activity_labels": [
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Perpetual Financial compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Perpetual Financial reports these compensation arrangements: commissions; other."
    },
    {
      "q": "Where is Perpetual Financial located?",
      "a": "Perpetual Financial's principal office is in West Newton, MA, according to its Form ADV."
    },
    {
      "q": "Is Perpetual Financial registered with the SEC or a state?",
      "a": "Perpetual Financial is a state-registered investment advisory firm, registered since 1994. Status as filed: APPROVED. CRD 128049."
    },
    {
      "q": "Does Perpetual Financial report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/128049"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/perpetual-financial-west-newton-ma-128049.md",
  "clients": [],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128049",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}