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SECHREST FINANCIAL SERVICES
Legal name: SECHREST FINANCIAL SERVICES LLC
CRD 128688File 801-112402
APPROVED
Retail clients
Filing as of Jan 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$199.2M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $199.2M
Clients
53
344 accounts
Employees
4
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.sechrestcpa.com
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 55 | 53 | decreased by2 |
| Feb 1, 2026 | AUM | $183,195,627 | $199,211,839 | increased by$16,016,212 |
| Feb 1, 2026 | Accounts | 357 | 344 | decreased by13 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 63 | 55 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $170,005,422 | $183,195,627 | increased by$13,190,205 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 348 | 357 | increased by9 |
| Feb 1, 2022 | Clients | 58 | 63 | increased by5 |
| Feb 1, 2022 | AUM | $145,824,644 | $170,005,422 | increased by$24,180,778 |
| Feb 1, 2022 | Accounts | 319 | 348 | increased by29 |
| Dec 1, 2021 | Employees | 3 | 4 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SECHREST FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SECHREST FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.