Sequent Planning, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Omaha, NE. Its latest Form ADV filing, dated April 2, 2026, reports $589M in regulatory assets under management, 102 employees, 63 offices, and 6,015 accounts.
Assets Under Management
$589M
Employees
102
Offices
63 offices
Total Clients
6,015
Primary office
OMAHA, NE
8420 WEST DODGE ROAD, SUITE 110, OMAHA, NE, United States
Top client segmentIndividuals represent 99.3% of total clients.
Top client categories% of clientsClients
1
Individuals
99.3%
5,970
2
HNWI
0.7%
45
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$589Mas of April 2, 2026
Discretionary89.6%
$528M
90% of total RAUM89.6%
Non-discretionary10.4%
$61M
10% of total RAUM10.4%
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.
Total AUM$589M
Total Accounts6,015
10Y AUM Change+$488M (+479.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees102
Clients per Employee59:1
10Y Employee Change+86 (+537.5%)
* 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.