JOHN E. SESTINA AND COMPANY

RIASEC RegisteredEst. 1993
Total AUM
$744M
Discretionary
$744M
100% of AUM
Avg account
$61K
Accounts
12,193
Employees
19
Advisory reps
8

Firm details

Headquarters
COLUMBUS, Ohio
CRD number
108634
Registered since
June 17, 1993
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI70.29%
  • Individuals29.71%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

John E. Sestina And Company is an independent registered investment adviser, operating since 1993 and organized as a corporation. The firm serves individual and family clients and describes itself as an active capital allocator that hires or screens third‑party managers as part of its advisory model. Typical advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and client education through seminars or workshops. Fee arrangements combine a percentage of assets under management with fixed fees. The firm does not identify as an ESG investor and is not classified as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 3%, US Government Bonds 1%, State & Local Bonds 1%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents3%
  • US Government Bonds1%
  • State & Local Bonds1%

Contacts

3 of 8
  • Stephen Lukan

    Managing PartnerCRD 6643070

  • Tyler Cook

    Managing PartnerCRD 6642998

  • ANTHONY PAYNE

    PartnerCRD 6644649

Unlock 5 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

COLUMBUS, OH

FRANKLIN

Location

COLUMBUS, OH

Headquartered in COLUMBUS, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
FRANKLIN
Address
1161 Bethel Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth