SourcingSourcing

ONE CHARLES PRIVATE WEALTH SERVICES, LLC

C38
CRD 286635·SEC 801-109973·HINGHAM, MA
AUM
$1.09B
$1B+
Est. Revenue
$10.9M
@ 1% on AUM
Est. EBITDA
$3.3M
@ 30% margin
Est. Deal Value
$26.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ONE CHARLES PRIVATE WEALTH SERVICES, LLC
CRD
286635
SEC file #
801-109973
EIN
814753725
DBA names
One Charles Private Wealth

Economics

AUM
$1.09B
AUM band
$1B+
AUM trajectory
'20'26
$818.5M → $1.09B▲ +34%
Client mix
Individuals High Net Worth194
Individuals Other140
Corporations18
Other15
Pension Profit Sharing Plans8

Operations

Employees (total)
7
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
10 advisors → 5 advisors▼ -50%
Primary office
HINGHAM MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
focusfinancialpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FOCUS OPERATING, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
FOCUS OPERATING, LLC
SQUARCIA, PAUL, ANDREW
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FOCUSFINANCIALPARTNERS.COM
Rdap Domain Creation Date
2004-02-09T02:14:33Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
Bluehost Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
101,119
Form 5500 Compensation Trajectory 3y
2025101,119
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
101,119
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001800938
Edgar Registered
Yes
Edgar Filing Count
30
Edgar First Filing Date
2020-02-11
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
27
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0001765380-26-000189

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
5
Bc Firm IAR Count
5
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
99 DERBY STREETSUITE 101HINGHAM, MA 02043
Business
99 DERBY STREETSUITE 101HINGHAM, MA 02043
Edgar EIN
814753725
Edgar Recent Filings
13F-HR2026-05-07 · 0001765380-26-000189
13F-HR2026-02-06 · 0001765380-26-000074
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-02-09T02:14:33Z
Rdap Domain Last Changed
2025-01-08T19:43:23Z
Rdap Nameservers
Fay.ns.cloudflare.comNicolas.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (5)

5
WALLIN, ERIK, RANDALL
IAR · Executive Officer · 2.5%
4406538
SQUARCIA, PAUL, ANDREW
IAR · Executive Officer · 2.5%
4196537
Veronica Anne Walsh
IAR
8158708
Jack Wilson McCarty
IAR
7695907
Oscar Cole Bunting
IAR
8199235