SourcingSourcing

SECTOR ANALYSTS LLC

B61
CRD 169789·SEC 801-110613·ALLENTOWN, PA
AUM
$238.2M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$714K
@ 30% margin
Est. Deal Value
$5.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SECTOR ANALYSTS LLC
CRD
169789
SEC file #
801-110613
EIN
—
DBA names
—

Economics

AUM
$238.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$129.5M → $238.2M▲ +84%
Client mix
Individuals Other562
Individuals High Net Worth115

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
ALLENTOWN PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
sectoranalysts.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HUTCHINSON, PATRICK, JAMES
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HUTCHINSON, PATRICK, JAMES
TUMOLO, JOHN, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
SECTORANALYSTS.COM
Rdap Domain Creation Date
2009-06-15T18:59:04Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

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
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-11-08T11:59:59Z
Rdap Domain Last Changed
2025-11-09T13:00:37Z
Rdap Nameservers
Ns37.domaincontrol.comNs38.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1628728
Trust Company Affiliate
No

People (2)

2
TUMOLO, JOHN, DAVID
IAR · Direct Owner · 62.5%
4143301
HUTCHINSON, PATRICK, JAMES
IAR · Direct Owner · 62.5%
1628728