Sechrest Financial Services provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Sechrest Financial Services reports 53 clients. They include 36 high-net-worth individuals and 17 individual clients. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $199M across 344 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 32% | 1% |
| High-net-worth individuals | 68% | 99% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 17 | $2.38M | 1.2% | $140K |
| High-net-worth individuals | 36 | $197M | 98.8% | $5.47M |
| Total | 53 | $199M | 100% | $3.76M |
- Clients
- 17
- Regulatory AUM
- $2.38M
- AUM share
- 1.2%
- Avg. per client
- $140K
- Clients
- 36
- Regulatory AUM
- $197M
- AUM share
- 98.8%
- Avg. per client
- $5.47M
Total
- Clients
- 53
- Regulatory AUM
- $199M
- AUM share
- 100%
- Avg. per client
- $3.76M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Sechrest Financial Services is paid through fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Jarod Bloom owns 75% or more of Sechrest Financial Services. It has 4 employees, 2 of them in advisory roles.
Leadership
- Jarod BloomManaging Member, CCO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Sechrest Financial Services LLC
Jarod Bloom
Control person · since January 2015
Sechrest Financial Services’ regulatory assets grew from $146M (January 2021) to $199M (January 2026); clients fell from 58 to 53 and employees rose from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $199M | 53 | 4 | 1 |
| May 2025 | $183M | 55 | 4 | 1 |
| January 2024 | $153M | 53 | 4 | 1 |
| January 2023 | $140M | 56 | 4 | 1 |
| January 2022 | $170M | 63 | 4 | 1 |
| January 2021 | $146M | 58 | 3 | 1 |
Besides its headquarters, Sechrest Financial Services has 0 offices, with 1 listed address in Massachusetts.
Massachusetts · 1 listed address
- One Acton Place, Suite 301, 526 Main Street, ActonHQ
Contact and registration details
- Legal name
- Sechrest Financial Services LLC
- Headquarters
- One Acton Place, Suite 301, 526 Main Street, Acton, MA 01720
- Website
- sechrestcpa.com
- Phone
- 978-795-1284
- @10248089
- SEC file
- 801-112402
- Structure
- Massachusetts LLC
- Fiscal year end
- December
Sechrest Financial Services uses Fidelity ($199M) as custodian for its separately managed accounts. Sechrest Financial Services does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $199M100%
At year end, Sechrest Financial Services’ separately managed accounts were mostly in funds (62%) and bonds (14%).
What the accounts hold
- Stocks7%
- Funds62%
- Bonds14%
- State and local bonds9%
- U.S. government and agency bonds5%
- Cash11%
Filed values cover 94%. The neutral 6% gap has no reported category.
How many clients does Sechrest Financial Services have?
Sechrest Financial Services has 53 clients and manages $199 million for them, as of January 2026. They include 36 high-net-worth individuals and 17 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 January 2026
What services does Sechrest Financial Services offer?
Sechrest Financial Services provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Sechrest Financial Services use?
Sechrest Financial Services’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $199M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 January 2026
How many financial advisors does Sechrest Financial Services have?
Sechrest Financial Services has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sechrest Financial Services invest in?
At the end of its last fiscal year, Sechrest Financial Services’ separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 11% cash and equivalents, 9% state and local bonds, 7% exchange-traded equities and 5% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sechrest Financial Services?
Sechrest Financial Services’ direct owner is Jarod Bloom (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 12 January 2026
How does Sechrest Financial Services get paid?
Sechrest Financial Services is paid through fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Sechrest Financial Services?
Sechrest Financial Services’ main office is at One Acton Place, Suite 301, 526 Main Street, Acton, MA 01720. Its phone number is 978-795-1284. Its website is sechrestcpa.com.