This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0

Regulatory AUM

$238MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$238M

Private client RAUM

$238MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$119Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,157

Individual clients

562

High net worth clients

115

Custody, client assets

$238M

SEC number

801-110613

CRD

169789

Filings on the tape

27

First filed

Jun 2, 2015

Latest filed

Mar 26, 2026

Organised

Limited Liability Company, PA

Website

sectoranalysts.com

• Occurred

  Jun 2, 2015
  First Form ADV filing

  Sector Analysts Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6b8ee0ce-3a17-1d7f-678c-2d76e30b9a19

First observed

Jun 2, 2015

Last observed

Mar 26, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.