Sechrest Financial Services is an SEC registered investment adviser organized as a limited liability company with a primary office location in Acton, MA. Its latest Form ADV filing, dated January 12, 2026, reports $199M in regulatory assets under management, 4 employees, and 344 accounts.
Assets Under Management
$199M
Employees
4
Offices
--
Total Clients
53
Primary office
ACTON, MA
ONE ACTON PLACE, SUITE 301, 526 MAIN STREET, ACTON, MA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.9% of total clients.
Top client categories% of clientsClients
1
HNWI
67.9%
36
2
Individuals
32.1%
17
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$199Mas of January 12, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$199M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$199M
Total Accounts344
10Y AUM Change+$76M (+61.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee13:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.