SECHREST FINANCIAL SERVICES

Overview

Sechrest Financial Services is an independent, individual-owned registered investment adviser organized as an LLC and registered with the SEC in 2018. The firm focuses on advising individual and family clients, combining financial planning and portfolio management with accounting services. Its business model is fee-based under a fixed-fee schedule and it operates primarily in a non-discretionary capacity, meaning clients retain final trading discretion while the firm provides advice and recommendations. Investment activity centers on publicly available pooled vehicles and third-party manager relationships rather than directly-managed proprietary strategies. The firm is identified as a capital allocator and lists “selection of other advisers” among its advisory activities, which indicates a reliance on outside managers and model portfolios for implementation. Sechrest Financial Services does not identify as an active ESG investor and is not registered as a multi-state adviser.

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Investments & Alternatives

Location & Offices