# Sechrest Financial Services

> Sechrest Financial Services is an SEC-registered investment advisory firm in Acton, MA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 12, 2026.

- CRD: 128688
- Filed as: SECHREST FINANCIAL SERVICES
- Legal name: Sechrest Financial Services LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Acton, MA
- Filing period: October 2026
- Form ADV filing dated: January 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/128688
- AdvisorCensus page: https://advisorcensus.com/firm/sechrest-financial-services-acton-ma-128688

## Quick answers

**How is Sechrest Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), Sechrest Financial Services reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Sechrest Financial Services located?**
Sechrest Financial Services' principal office is in Acton, MA, according to its Form ADV.

**Is Sechrest Financial Services registered with the SEC or a state?**
Sechrest Financial Services is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 128688.

**How much does Sechrest Financial Services manage?**
Sechrest Financial Services reports $199,211,839 in regulatory assets under management in its Form ADV filing dated January 12, 2026 (0% discretionary).

**How have Sechrest Financial Services' assets and staff changed since 2021?**
In the Form ADV data for Sechrest Financial Services: Regulatory assets under management: $145,824,644 in the October 2021 data and $199,211,839 in the October 2026 data, up 37%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sechrest Financial Services serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (36); individuals (other than high net worth individuals) (17).

**Which custodians does Sechrest Financial Services use?**
Sechrest Financial Services' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Sechrest Financial Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/128688

**Does Sechrest Financial Services state an account minimum?**
Its Form ADV Part 2A brochure dated January 12, 2026 says: "We do not have a minimum account size."

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 12, 2026)

- Account minimum: None

> We do not have a minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $199,211,839
- Discretionary: $0
- Non-discretionary: $199,211,839

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $2,381,167 |
| High net worth individuals | 36 | $196,830,672 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sechrestcpa.com
- yelp.com/biz/sechrest-and-bloom-acton
- LinkedIn @10248089

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $145,824,644 | 3 | January 12, 2021 |
| October 2022 | $170,005,422 | 4 | January 10, 2022 |
| October 2023 | $139,838,141 | 4 | January 17, 2023 |
| October 2024 | $152,898,882 | 4 | January 10, 2024 |
| October 2025 | $183,195,627 | 4 | May 8, 2025 |
| October 2026 | $199,211,839 | 4 | January 12, 2026 |

Regulatory assets under management: $145,824,644 in the October 2021 data and $199,211,839 in the October 2026 data, up 37%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sechrest Financial Services (CRD 128688): Form ADV filing data as of October 2026.