JOHN E. SESTINA AND COMPANY
Firm details
- Headquarters
- COLUMBUS, Ohio
- CRD number
- 108634
- Registered since
- June 17, 1993
- Website
- www.managingtobewealthy.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI70.29%
- Individuals29.71%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
John E. Sestina And Company is an independent registered investment adviser, operating since 1993 and organized as a corporation. The firm serves individual and family clients and describes itself as an active capital allocator that hires or screens third‑party managers as part of its advisory model. Typical advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and client education through seminars or workshops. Fee arrangements combine a percentage of assets under management with fixed fees. The firm does not identify as an ESG investor and is not classified as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 8Stephen Lukan
Managing PartnerCRD 6643070
Tyler Cook
Managing PartnerCRD 6642998
ANTHONY PAYNE
PartnerCRD 6644649
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
COLUMBUS, OH
FRANKLIN
Location
COLUMBUS, OH
Headquartered in COLUMBUS, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- FRANKLIN
- Address
- 1161 Bethel Rd
- Time zone
- ET (UTC-5)
- Office locations
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