← Directory
SWEENEY FINANCIAL ADVISORS
Legal name: SFM, LLC
CRD 116564File 801-79426
APPROVED
Retail clients
Disclosure events
Filing as of Aug 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$403.2M
Below cohort median (national)
Discretionary AUM
$403.2M
Clients
258
806 accounts
Employees
6
Above cohort median in NH
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 7, 2014
- Principal office
- 360 ROUTE 101 SUITE 10, BEDFORD, NH, 03110
- Phone
- 603-625-8400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $403.2M
- Discretionary AUM
- $403.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 806
- Non-discretionary accounts
- 0
- Total accounts
- 806
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $370K |
| High net worth individuals | 100 | $343.0M |
| Pension and profit sharing plans | 11 | $8.8M |
| Individuals (other than high net worth individuals) | 147 | $51.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D1
- Q11D5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.