Adviser Record

Sechrest Financial Services

Registered investment adviser · Acton, MA · CRD #128688

Form ADV data as of 2026-09-01
Regulatory assets
$199.2 million
Total accounts
344
Employees
4
Disclosure events
0

Firm details

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management servicesYes
Discretionary regulatory assets under management$0
Non-discretionary regulatory assets under management$199.2 million
Total regulatory assets under management$199.2 million
Discretionary accounts0
Non-discretionary accounts344
Total accounts344
Regulatory assets under management attributable to non-U.S. persons$0

People

Total employees (excluding clerical)4
Employees performing investment advisory functions (including research)2
Employees who are registered representatives of a broker-dealer0
Employees registered as investment adviser representatives with a state2
Employees registered as IARs for another investment adviser0
Employees who are licensed insurance agents0
Firms or persons who solicit advisory clients on the firm's behalf0

Custody

Has custody of client cash or bank accountsNo
Has custody of client securitiesNo
A related person has custody of client cash or bank accountsNo
A related person has custody of client securitiesNo
The firm acts as a qualified custodianNo
A related person acts as a qualified custodianNo

How the firm is compensated

Fixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)

Other business activities

Accountant or accounting firm

Affiliated related persons

Accountant or accounting firm

Client types

Type of clientClientsAssets
Individuals (other than high net worth individuals)17$2.4 million
High net worth individuals36$196.8 million