Stegent Equity Advisors Inc.
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 Individuals
Firm profile
FINTRXOverview
Stegent Equity Advisors Inc. is an independent, SEC-registered RIA focused on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm is structured as a corporation with individual ownership and has been registered with the SEC since 2005. It charges advisory fees as a percentage of assets under management and lists accounting among its business activities and affiliations. Stegent is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor or a multi-state adviser. The firm was recognized by FA Magazine in 2020 as a Top RIA Firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities55%
- Public Funds/Mutual Funds41%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Contacts
2 of 2
Loyd Stegent
Founder and PresidentCRD 2716652
Audrey Petrash
Financial Planning AssociateCRD 7773552
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 85Active vs passive
$146M in ETFs
65%
$94.5M
16%
$51.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| F/M COMPOUNDR US AGGREGATE BOND ETF (CPAG) | $5.1M | 50,013 | 3.51% |
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
- 24 Greenway Plz
- Time zone
- CT (UTC-6)
- Office locations
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