SECHREST FINANCIAL SERVICES

Legal name: SECHREST FINANCIAL SERVICES LLC

CRD 128688File 801-112402

APPROVED

Retail clients

Filing as of Jan 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$199.2M

Below cohort median (national)

Discretionary AUM

Non-discretionary $199.2M

Clients

344 accounts

Employees

Bottom 25% of cohort in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Feb 6, 2018
Principal office: ONE ACTON PLACE, SUITE 301, 526 MAIN STREET, ACTON, MA, 01720
Phone: 978-795-1284
Website: https://www.yelp.com/biz/sechrest-and-bloom-acton?osq=sechrest+%26+bloom

Assets & accounts

ADV Item 5F

Total regulatory AUM: $199.2M
Discretionary AUM: $0
Non-discretionary AUM: $199.2M
Discretionary accounts: 0
Non-discretionary accounts: 344
Total accounts: 344
AUM per client: $3.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	36	$196.8M
Individuals (other than high net worth individuals)	17	$2.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees

Advisory activities

Financial planning services
Selection of other advisers
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

This firm answered no to every Item 11 disclosure question in this filing.

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.