# Sector Analysts LLC

> Sector Analysts LLC is an SEC-registered investment advisory firm in Allentown, PA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 169789
- Filed as: SECTOR ANALYSTS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Allentown, PA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169789
- AdvisorCensus page: https://advisorcensus.com/firm/sector-analysts-llc-allentown-pa-169789

## Quick answers

**How is Sector Analysts LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sector Analysts LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Sector Analysts LLC charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Flat fee: $500 to $3,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Sector Analysts LLC located?**
Sector Analysts LLC's principal office is in Allentown, PA, according to its Form ADV.

**Is Sector Analysts LLC registered with the SEC or a state?**
Sector Analysts LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 169789.

**How much does Sector Analysts LLC manage?**
Sector Analysts LLC reports $238,163,786 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Sector Analysts LLC's assets and staff changed since 2021?**
In the Form ADV data for Sector Analysts LLC: Regulatory assets under management: $169,035,825 in the October 2021 data and $238,163,786 in the October 2026 data, up 41%. Total employees: 2 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 Sector Analysts LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (562); high net worth individuals (115).

**Which custodians does Sector Analysts LLC use?**
Sector Analysts LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Sector Analysts LLC 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/169789

**What changed in Sector Analysts LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $213,675,420 to $238,163,786 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Flat fee: $500 to $3,000 (financial planning and consulting services)

> Flat fees range from $500 to $3,000.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $238,163,786
- Discretionary: $238,163,786
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 562 | $112,091,520 |
| High net worth individuals | 115 | $126,072,266 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: DE, FL, LA, NC, NH, NJ, NY, PA, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sectoranalysts.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $169,035,825 | 2 | August 31, 2021 |
| October 2022 | $190,011,755 | 2 | June 6, 2022 |
| October 2023 | $165,151,927 | 2 | March 14, 2023 |
| October 2024 | $178,074,473 | 2 | March 20, 2024 |
| October 2025 | $213,675,420 | 2 | March 20, 2025 |
| October 2026 | $238,163,786 | 4 | March 26, 2026 |

Regulatory assets under management: $169,035,825 in the October 2021 data and $238,163,786 in the October 2026 data, up 41%.
Total employees: 2 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $213,675,420 to $238,163,786 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sector Analysts LLC (CRD 169789): Form ADV filing data as of October 2026.