Sequoia Financial Advisors LLC

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Assets, Funds, Holdings

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Sequoia Financial Advisors LLC
CRD #117756
SEC #801-61089
CIK #0001599900
AUM $20.0 BB (2024-08-22)
Employees 276 (52% Investors, 2% Brokers)
Phone330-375-9480
Address3500 Embassy Parkway
Akron, OH 44333
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($BB)
2016128402000200820162025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AAPL 2,382.8 0.3
MSFT 1,918.2 0.3
NVDA 399.6 0.2
AMZN 1,093.0 0.2
GOOGL 1,475.1 0.1
GLD 0.1
GOOG 1,482.6 0.1
AVGO 201.3 0.1
META 434.9 0.1
LLY 301.8 0.1
View All
Holdings by Sector ($BB)
10.08.06.04.02.00.02012201620202025
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other SFG Diameter Private Credit LP [2024-08-22] 59.6 14.9
HF SFG Global Equity Strategy Institutional LP [2024-03-21] 320.0 710.5
HF SFG Global Equity Strategy LP [2024-03-21] 320.0 21.3
Other ZCA Private Investments Fund III LP [2023-03-15] 12.4 23.9
HF SFG Multi Strategy Fund LP 2022-11-30 24.0
Other ZCA Private Investments Fund II LP [2022-03-31] 5.2 42.8
HF ZCA Focus Fund LP [2021-03-26] 26.3 73.3
PE ZCA Chesterbrook LP [2020-03-30] 10.5 8.0
RE ZCA Front Street QOF LLC [2020-03-30] 3.7 10.9
PE ZCA Rock Island LP [2020-03-30] 27.5 107.7
View All
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 4,826 3.2
(b) Individuals (high net worth individuals) 2,759 14.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 17 1.5
(g) Pension and profit sharing plans 6 0.0
(h) Charitable organizations 12 0.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 39 0.4
(n) Other 0 0.0
Total 24,703 20.0
By Discretionary
Discretionary 24,514 18.2
Non-Discretionary 189 1.8
Total 24,703 20.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 20.0
Total 24,703 20.0
Form D Directors # Filings # Firms 2011 - 2024
Edward Antoian 17
Norborne Smith 9
Kevin Oshea 7
Norborne Smith III 5
Sequoia Financial Advisors LLC 4
John Kemmerer 2
Nick Zamparelli 2
Paul Polries 2
Advisors LLC Zeke Capital 1
Matt Dunn 1
View All
EDGAR Form CIK 2011 - 2024
13F-HR [0001599900]
SC 13G [0001599900]
Form 13D/13G Filer Form 13D/13G Subject Filed
Sequoia Financial Advisors LLC SPDR Index Shares Funds Formerly Streettracks Index Shares Funds [2018-02-13]
Comparable Firms State AUM ($BB)
Partners Capital Investment Group LLP
MA 35.3
The Colony Group LLC
MA 21.5
Goldman Sachs Hedge Fund Strategies LLC
NY 11.3
Vivaldi Capital Management LP
IL 3.7
Avidian Wealth Solutions LLC
TX 3.1
Alliance Advisory & Securities LLC
CA 0.6
Adams Wealth Management LLC
UT 0.6
freeGulliver LLC
LA 0.5
Gilder Office for Growth LLC
NC 0.0
Springcreek Corp
CA 0.0
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