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| Sequoia Financial Advisors LLC
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| CRD # | 117756 |
| SEC # | 801-61089 |
| CIK # | 0001599900 |
| AUM | 32.24 B (2026-06-30) |
| Employees | 424 (46% Investors, 1% Brokers) |
| Phone | 330-375-9480 |
| Address | 3500 Embassy Parkway Akron, OH 44333 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.6 | ||
| Nvidia Corp | 0.6 | ||
| Microsoft Corp | 0.3 | ||
| Alphabet Inc | 0.3 | ||
| Amazon Com Inc | 0.3 | ||
| Broadcom Inc | 0.3 | ||
| Caterpillar Inc | 0.2 | ||
| Lilly Eli & Co | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| SPDR Gold Trust | 0.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | SFG Private Investments Fund IV LP | [2026-03-18] | 32.1 M | 9.3 M |
| Filed 2025-09-25 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | SFG Aligned LP | [2025-02-28] | 38.6 M | 40.8 M |
| Offered $38,558,000 · Filed 2025-01-29 (D/A) · Exemption 506(b) · Minimum $100,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | SFG Diameter Private Credit LP | [2024-08-22] | 64.4 M | 36.1 M |
| Filed 2025-04-18 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | SFG Global Equity Strategy Institutional LP | [2024-03-21] | 320.0 M | 831.9 M |
| Filed 2019-07-18 (D/A) · Exemption 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | SFG Global Equity Strategy LP | [2024-03-21] | 320.0 M | 25.7 M |
| Filed 2019-07-18 (D/A) · Exemption 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | ZCA Private Investments Fund III LP | [2023-03-15] | 12.4 M | 34.2 M |
| Filed 2022-07-07 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | SFG Multi Strategy Fund LP | [2022-11-30] | 14.7 M | 34.6 M |
| Filed 2022-11-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | ZCA Private Investments Fund II LP | [2022-03-31] | 5.2 M | 53.1 M |
| Filed 2021-02-24 (D) · Exemption 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets No Aggregate Net Asset Value | ||||
| HF | ZCA Focus Fund LP | [2021-03-26] | 26.3 M | 64.1 M |
| Filed 2020-08-19 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | ZCA Chesterbrook LP | [2020-03-30] | 10.5 M | 4.3 M |
| Offered $10,500,000 · Filed 2019-09-20 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,508 | 5.1 |
| (b) Individuals (high net worth individuals) | 4,556 | 24.8 |
| (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 | 1.6 |
| (g) Pension and profit sharing plans | 6 | 0.0 |
| (h) Charitable organizations | 25 | 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 | 106 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 39,636 | 32.2 |
| By Discretionary | ||
| Discretionary | 39,549 | 30.6 |
| Non-Discretionary | 87 | 1.6 |
| Total | 39,636 | 32.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 32.2 | |
| Total | 39,636 | 32.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Matthew Brown | Executive Officer | 194 | 13 | |
| Capital Integration Systems LLC | Promoter | 142 | 10 | |
| Edward Antoian | Executive Officer | 17 | 3 | |
| Norborne Smith | Executive Officer | 9 | 3 | |
| Kevin O'shea | Executive Officer | 7 | 3 | |
| Thomas Haught | Executive Officer | 17 | 2 | |
| Matthew Dunn | Executive Officer | 13 | 2 | |
| Norborne Smith III | Executive Officer | 7 | 2 | |
| Gerald Knoteck | Executive Officer | 6 | 2 | |
| Michael Mordoh | Executive Officer | 6 | 2 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001599900] | |
| SC 13G | [0001599900] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.9B |
| Clients | 100 |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
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