Stegent Equity Advisors Inc.

RIASEC Registered

Total AUM

$244M

Discretionary

$242M

99% of AUM

Avg account

$646K

Accounts

377

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 114518
Registered since: February 17, 2005
Website: www.stegentequity.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI93.06%
Individuals5.43%
Charitable Organizations1.22%
Pension & Profit Sharing Plans0.29%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Stegent Equity Advisors Inc. is an independent registered investment adviser that registered with the SEC in 2005. The firm operates as a corporation owned by an individual and focuses on serving individual and family clients through fee-based portfolio management (percentage of AUM) and financial planning. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Stegent identifies as a capital allocator and lists accounting among its business activities and industry affiliations. The firm does not position itself as an ESG investor and does not list pension consulting or related‑adviser activities. Stegent was recognized by FA Magazine as a Top RIA in 2020.