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Stegent Equity Advisors Inc.

● SEC registered since 2005CRD 114518SEC# 801-63736Houston, TX
Export (members)
Reg. AUM
$209M
Employees
2
Accounts
372
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 $209 million in regulatory assets under management and employs 2 people.
www.twitter.com/stegentequityView on SEC.gov ↗

Stegent Equity Advisors Inc. owners & executives

1 reported
NameTitleOwnershipSince
Loyd James Stegent ControlPresident/Chief Compliance OfficerOver 75%1995

Frequently asked questions

How much does Stegent Equity Advisors Inc. manage?

Stegent Equity Advisors Inc. reports $209 million in regulatory assets under management on its Form ADV.

How many employees does Stegent Equity Advisors Inc. have?

Stegent Equity Advisors Inc. reports 2 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

Address24 Greenway Plaza, Suite 1507, Houston, TX 77046
Phone713-840-9300 X104
Fax713-840-0012
Office hours9:00 a.m. To 6:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$207.8M
Non-discretionary$1.2M
Total (RAUM)$209M