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 registered investment adviser that has been operating since 2005 and is owned by an individual. The firm focuses on serving individual and family clients, charging fees as a percentage of assets under management. Core services center on financial planning and portfolio management tailored to individuals and small businesses; the firm's background and listed business activity include accounting services. Investment positioning leans toward public equities, with a stated preference for exchange-traded equities. The firm does not identify as an active ESG investor and is not structured as a capital allocator. Stegent Equity Advisors received recognition from FA Magazine in 2020 as one of its Top RIA Firms.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2LOYD 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 62Active vs passive
$102M in ETFs
67%
$68M
20%
$34.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| US GLOBAL GO GOLD AND PRECIOUS METAL MINERS ETF (GOAU) | Passive | Equity Precious Metals | $5.8M | 129,807 | 5.63% |
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
Similar firms
MCKINNEY CAPITAL MANAGEMENT
RIAHOUSTON, TX
FOCUS WEALTH ADVISORS, LLC
RIAHOUSTON, TX
OUTFITTER ENERGY MANAGEMENT, LLC
RIAHOUSTON, TX
ROCK HILL CAPITAL
RIAHOUSTON, TX
BUCKHORN RESOURCES, LP
RIAHOUSTON, TX
GUIDED CAPITAL WEALTH MANAGEMENT, LLC
RIAHOUSTON, TX