Overview
Assets Under Management: $183 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 62
Average Client Assets: $3 million
Frequently Asked Questions
STEGENT EQUITY ADVISORS INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114518), STEGENT EQUITY ADVISORS INC. is subject to fiduciary duty under federal law.
STEGENT EQUITY ADVISORS INC. is headquartered in HOUSTON, TX.
STEGENT EQUITY ADVISORS INC. serves 62 high-net-worth clients according to their SEC filing dated March 15, 2024. View client details ↓
According to their SEC Form ADV, STEGENT EQUITY ADVISORS INC. offers financial planning and portfolio management for individuals. View all service details ↓
STEGENT EQUITY ADVISORS INC. manages $183 million in client assets according to their SEC filing dated March 15, 2024.
According to their SEC Form ADV, STEGENT EQUITY ADVISORS INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.72
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 354
Discretionary Accounts: 347
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 114518
Last Filing Date: 2024-03-15 00:00:00
Website: https://stegentequity.com