SEQUENT ASSET MANAGEMENT, LLC

Overview

Sequent Asset Management, LLC is an independent RIA structured as an LLC that acts as both a discretionary portfolio manager and a capital allocator for individual, family and institutional clients. The firm runs a mix of managed portfolios and third‑party manager allocations, providing financial planning and portfolio management for individuals, small businesses and institutions, and it selects outside advisers when specific expertise or access is required. Sequent favors broad equity exposure through index funds and ETFs while maintaining meaningful allocations outside of public equities — its activity indicates a multi‑sleeve approach that blends liquid passive exposures with private and credit‑oriented strategies. Sequent is fee‑based, charging a percentage of AUM and fixed fees, and is not flagged as an active ESG investor. The adviser’s classification as a capital allocator and its stated use of third‑party alternative managers point to a model that combines in‑house portfolio construction with outsized use of external funds for specialty exposures.

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Public Holdings

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Location & Offices