Stegent Equity Advisors Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Houston, TX. Its latest Form ADV filing, dated February 27, 2026, reports $244M in regulatory assets under management, 3 employees, and 377 accounts.
Assets Under Management
$244M
Employees
3
Offices
--
Total Clients
91
Primary office
HOUSTON, TX
24 GREENWAY PLAZA, SUITE 1507, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 69.2% of total clients.
Top client categories% of clientsClients
1
HNWI
69.2%
63
2
Individuals
30.8%
28
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$244Mas of February 27, 2026
Discretionary99.5%
$242M
99% of total RAUM99.5%
Non-discretionary0.5%
$1M
1% of total RAUM0.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$244M
Total Accounts377
10Y AUM Change+$91M (+59.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee30:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.