SourcingSourcing

SECHREST FINANCIAL SERVICES LLC

C32
CRD 128688·SEC 801-112402·ACTON, MA
AUM
$199.2M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$598K
@ 30% margin
Est. Deal Value
$4.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SECHREST FINANCIAL SERVICES LLC
CRD
128688
SEC file #
801-112402
EIN
—
DBA names
Sechrest Financial Services

Economics

AUM
$199.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$114.3M → $199.2M▲ +74%
Client mix
Individuals High Net Worth36
Individuals Other17

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
1 advisors → 2 advisors▲ +100%
Primary office
ACTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
Fixed fees

Filings

Latest ADV filing
01/12/2026
ADV-W filed at
—
Website
yelp.com/biz/sechrest-and-bloom-acton?osq=sechrest+%26+bloom

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BLOOM, JAROD, JONATHAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BLOOM, JAROD, JONATHAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
YELP.COM
Rdap Domain Creation Date
2003-12-12T21:24:56Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
MarkMonitor Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-12-12T21:24:56Z
Rdap Domain Last Changed
2025-11-10T09:27:19Z
Rdap Nameservers
Dns1.p06.nsone.netDns2.p06.nsone.netDns3.p06.nsone.netDns4.p06.nsone.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4551487
Trust Company Affiliate
No

People (2)

2
BLOOM, JAROD, JONATHAN
IAR · Direct Owner · 87.5%
4551487
Katherine Frances Kiezulas
IAR
7751218