Sequent Asset Management, LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 148194
- Registered since
- August 29, 2008
- Website
- sequentasset.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.13%
- Corporations / Businesses11.58%
- Individuals0.3%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Sequent Asset Management, LLC is an independent, SEC-registered registered investment adviser (since 2008) organized as an LLC. The firm serves both individuals and families as well as institutional clients and positions itself as a capital allocator that can select and place assets with third‑party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selection of other advisers. Fee arrangements combine a percentage-of-AUM component and fixed fees. The firm is not identified as an active ESG investor and is not registered as a multi-state or newly formed 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
- Other55%
- Exchange Traded Equities16%
- US Government Bonds15%
- Public Funds/Mutual Funds13%
Owners & executives
1 of 1
Timothy Hartzell
Founder & CIOCRD 1044121
Contacts
1 of 1
David Doll
DirectorCRD 1414550
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$194M in ETFs
96%
$186M
4%
$8.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $25.8M | 135,446 | 13.32% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 952 Echo Ln
- Time zone
- CT (UTC-6)
- Office locations
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