Sector Analysts provides financial planning and portfolio management for individuals and small businesses.
Sector Analysts reports 677 clients. They include 562 individual clients and 115 high-net-worth individuals. Of its assets, 100.0% ($238M across 1,157 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $238M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 83% | 47% |
| High-net-worth individuals | 17% | 53% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 562 | $112M | 47.1% | $199K |
| High-net-worth individuals | 115 | $126M | 52.9% | $1.1M |
| Total | 677 | $238M | 100% | $352K |
- Clients
- 562
- Regulatory AUM
- $112M
- AUM share
- 47.1%
- Avg. per client
- $199K
- Clients
- 115
- Regulatory AUM
- $126M
- AUM share
- 52.9%
- Avg. per client
- $1.1M
Total
- Clients
- 677
- Regulatory AUM
- $238M
- AUM share
- 100%
- Avg. per client
- $352K
- 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
- 0
Sector Analysts charges 0.80%–1.00% a year for its Wrap Asset Management. The fee is billed in advance and is negotiable.
Fee details and sources
Patrick Hutchinson owns 50% to 75% of Sector Analysts. The leadership team of Sector Analysts includes Chief Compliance Officer Patrick Hutchinson. It has 4 employees, 2 of them in advisory roles.
Leadership
- Patrick HutchinsonMember/Chief Compliance Officer
- John TumoloMember/Investment Advisor Representative
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
- 2 broker-dealer reps
- 2 insurance agents
- Owns 50% to 75% of Sector Analysts LLC
Patrick Hutchinson
Control person · since March 2015
- Owns 50% to 75% of Sector Analysts LLC
John Tumolo
Control person · since March 2015
Sector Analysts’ regulatory assets grew from $169M (March 2021) to $238M (March 2026); clients fell from 823 to 677 and employees rose from 2 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $238M | 677 | 4 | 1 |
| March 2025 | $214M | 1,066 | 2 | 1 |
| March 2024 | $178M | 1,001 | 2 | 1 |
| March 2023 | $165M | 902 | 2 | 1 |
| June 2022 | $190M | 689 | 2 | 1 |
| March 2021 | $169M | 823 | 2 | 1 |
Besides its headquarters, Sector Analysts has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 6126 Hamilton BLVD., Suite 103, AllentownHQ
Contact and registration details
- Legal name
- Sector Analysts LLC
- Headquarters
- 6126 Hamilton BLVD., Suite 103, Allentown, PA 18106
- Website
- sectoranalysts.com
- Phone
- 610-945-8014
- SEC file
- 801-110613
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Sector Analysts uses Charles Schwab ($238M) as custodian for its separately managed accounts. Sector Analysts has custody of $238M in client assets for 677 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $238M100%
At year end, Sector Analysts’ separately managed accounts were mostly in funds (69%) and stocks (30%).
What the accounts hold
- Stocks30%
- Funds69%
- Bonds1%
How many clients does Sector Analysts have?
Sector Analysts has 677 clients and manages $238 million for them, as of March 2026. They include 562 individual clients and 115 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Sector Analysts offer?
Sector Analysts provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Sector Analysts charge?
Sector Analysts charges 0.80%–1.00% a year for its Wrap Asset Management. The fee is billed in advance and is negotiable.
Source: SECTOR ANALYSTS WRAP FEE PROGRAM BROCHURE, filed 26 March 2026
Which custodians does Sector Analysts use?
Sector Analysts’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $238M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026
How many financial advisors does Sector Analysts have?
Sector Analysts has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are 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 Sector Analysts invest in?
At the end of its last fiscal year, Sector Analysts’ separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 30% exchange-traded equities and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sector Analysts?
Sector Analysts’ direct owners are Patrick Hutchinson (50% to 75%) and John Tumolo (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Sector Analysts get paid?
Sector Analysts is paid through a percentage of assets under management, hourly charges and 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 Sector Analysts?
Sector Analysts’ main office is at 6126 Hamilton BLVD., Suite 103, Allentown, PA 18106. Its phone number is 610-945-8014. Its website is sectoranalysts.com.