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FIVE CORNERS FINANCIAL SERVICES

Legal name: SEMPOLINSKI, WILLIAM JOHN

CRD 338120File 801-134388
APPROVED
Retail clients
Custody
Filing as of Jul 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$292.0M
Below cohort median (national)
Discretionary AUM
$292.0M
Clients
290
750 accounts
Employees
3
Below cohort median in MA

Identity & registration

ADV Item 1
Organization form
Sole Proprietorship
Firm type
Registered
SEC region
BRO
Registration date
Sep 22, 2025
Principal office
45 BRISTOL DRIVE, SUITE 207, EASTON, MA, 02375
Phone
508-297-2033

Assets & accounts

ADV Item 5F
Total regulatory AUM
$292.0M
Discretionary AUM
$292.0M
Non-discretionary AUM
$0
Discretionary accounts
750
Non-discretionary accounts
0
Total accounts
750
AUM per client
$1.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals95$220.0M
Individuals (other than high net worth individuals)195$72.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • 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
Yes
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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.