Stegent Equity Advisors Inc.
● SEC registered since 2005CRD 114518SEC# 801-63736Houston, TX
Reg. AUM
$243.7M
Employees
3
Accounts
377
Location
Houston, TX
Stegent Equity Advisors Inc. assets under management
Stegent Equity Advisors Inc. operates as an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2005. It reports $243.7 million in regulatory assets under management and employs 3 people.
Stegent Equity Advisors Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Loyd James Stegent Control | President/Chief Compliance Officer | Over 75% | 1995 |
Frequently asked questions
How much does Stegent Equity Advisors Inc. manage?
Stegent Equity Advisors Inc. reports $243.7 million in regulatory assets under management on its Form ADV.
How many employees does Stegent Equity Advisors Inc. have?
Stegent Equity Advisors Inc. reports 3 employees.
Where is Stegent Equity Advisors Inc. located?
Stegent Equity Advisors Inc. is based in Houston, TX and has been SEC-registered since 2005.
Does Stegent Equity Advisors Inc. disclose fund performance?
Stegent Equity Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 24 Greenway Plaza, Suite 1507, Houston, TX 77046 |
| Phone | 713-840-9300 X104 |
| Fax | 713-840-0012 |
| Office hours | 9:00 a.m. To 6:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$243.7M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$243.7Mregulatory AUM
Discretionary $242.5MNon-discretionary $1.2M