SEQUENTIS CAPITAL LLC

Overview

Sequentis Capital LLC is an independent, owner-led registered investment adviser operating as a limited liability company. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services alongside insurance brokerage activity. Its compensation model includes a percentage-of-AUM component as well as hourly and fixed-fee arrangements. Sequentis is not identified as an active ESG investor and does not describe itself as a multi-state adviser; it registered with the SEC in 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives