|
⚲
|
| Keyboard |
| Stegent Equity Advisors Inc
✚
|
|
|---|---|
| CRD # | 114518 |
| SEC # | 801-63736 |
| CIK # | 0001908976 |
| AUM | 243.7 M (2026-02-27) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 7138409300104 |
| Address | 24 Greenway Plaza Houston, TX 77046 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| ETFS Precious Metals Basket Trust | 5.0 | |
| Apple Inc | 2.4 | |
| Conocophillips | 2.1 | |
| Texas Pacific Land Corp | 2.0 | |
| Telefonica Brasil Sa | 1.9 | |
| AbbVie Inc | 1.7 | |
| Phillips 66 | 1.4 | |
| McDonalds Corp | 1.4 | |
| Alphabet Inc | 1.4 | |
| Berkley W R Corp | 1.4 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 13.2 |
| (b) Individuals (high net worth individuals) | 63 | 226.8 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.7 |
| (h) Charitable organizations | 0 | 3.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 377 | 243.7 |
| By Discretionary | ||
| Discretionary | 371 | 242.5 |
| Non-Discretionary | 6 | 1.2 |
| Total | 377 | 243.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 243.5 | |
| Total | 377 | 243.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001908976] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Optimist Retirement Group LLC
✚
|
WA | 245.3 M |
|
Pinnacle Wealth Management Group Inc
✚
|
MI | 243.7 M |
|
Capstone Wealth Management Group Inc
✚
|
OR | 243.0 M |
|
Blue Spark Capital Advisors LLC
✚
|
NY | 242.8 M |
|
Cladis Investment Advisory LLC
✚
|
MT | 242.6 M |
|
Rayburn West Financial Services LLC
✚
|
TN | 242.6 M |
|
McBroom & Associates LLC
✚
|
NV | 242.1 M |
|
Intelligent Financial Strategies LLC
✚
|
MN | 242.0 M |
|
J P Davis Inc
✚
|
AZ | 242.0 M |
|
Sanchez & Zures LLC
✚
|
VA | 241.9 M |