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| Happy Holidays!! thanks for using AUM13F!! |
| Sequoia Financial Advisors LLC
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| CRD # | 117756 |
| SEC # | 801-61089 |
| CIK # | 0001599900 |
| AUM | $23.0 B (2025-06-23) |
| Employees | 296 (57% Investors, 2% Brokers) |
| Phone | 330-375-9480 |
| Address | 3500 Embassy Parkway Akron, OH 44333 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001599900 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.4 | ||
| Microsoft Corp | 0.4 | ||
| Apple Inc | 0.3 | ||
| Amazon Com Inc | 0.2 | ||
| Broadcom Inc | 0.2 | ||
| Facebook Inc | 0.2 | ||
| SPDR Gold Trust | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | SFG Aligned LP | [2025-02-28] | 38.6 | 37.2 |
| Other | SFG Diameter Private Credit LP | [2024-08-22] | 64.4 | 15.6 |
| HF | SFG Global Equity Strategy Institutional LP | [2024-03-21] | 320.0 | 756.8 |
| HF | SFG Global Equity Strategy LP | [2024-03-21] | 320.0 | 23.3 |
| PE | ZCA Private Investments Fund III LP | [2023-03-15] | 12.4 | 29.6 |
| HF | SFG Multi Strategy Fund LP | 2022-11-30 | 26.9 | |
| PE | ZCA Private Investments Fund II LP | [2022-03-31] | 5.2 | 41.6 |
| HF | ZCA Focus Fund LP | [2021-03-26] | 1.1 | 64.0 |
| RE | ZCA Chesterbrook LP | [2020-03-30] | 10.5 | 8.2 |
| RE | ZCA Front Street QOF LLC | [2020-03-30] | 3.7 | 11.4 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,292 | 3.6 |
| (b) Individuals (high net worth individuals) | 3,372 | 17.3 |
| (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 | 22 | 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 | 62 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 28,338 | 23.0 |
| By Discretionary | ||
| Discretionary | 28,147 | 21.5 |
| Non-Discretionary | 191 | 1.5 |
| Total | 28,338 | 23.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 23.0 | |
| Total | 28,338 | 23.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Edward Antoian | 17 | |||
| Norborne Smith | 9 | |||
| Kevin Oshea | 7 | |||
| Thomas Haught | 16 | |||
| Matthew Dunn | 12 | |||
| Norborne Smith III | 7 | |||
| Sequoia Financial Advisors LLC | 6 | |||
| Gerald Knoteck | 6 | |||
| Michael Mordoh | 5 | |||
| Joseph Glick | 5 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001599900] | |
| SC 13G | [0001599900] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Partners Capital Investment Group LLP
✚
|
MA | 41.5 |
|
Wells Fargo Investment Institute Inc
✚
|
NC | 40.8 |
|
Vivaldi Capital Management LP
✚
|
IL | 4.6 |
|
Avidian Wealth Enterprises LLC
✚
|
TX | 4.0 |
|
Three Bell Capital LLC
✚
|
TX | 3.8 |
|
First Long Island Investors LLC
✚
|
NY | 1.7 |
|
freeGulliver LLC
✚
|
LA | 0.8 |
|
Adams Wealth Management LLC
✚
|
UT | 0.7 |
|
Alliance Advisory & Securities LLC
✚
|
CA | 0.6 |
|
Goldman Sachs Hedge Fund Strategies LLC
✚
|
NY | 0.0 |