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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-29-2008
- Office Locations
- 1
Office Locations
About Sequent Asset Management, LLC
Sequent Asset Management is a Houston-based, 100% fee-only RIA providing bespoke wealth management plus financial and estate planning for a select group of families, including multigenerational households, business owners, executives, and professionals. The firm avoids model portfolios, building client-specific strategies often implemented with ETFs and U.S. government/agency bonds, with custody at firms such as Schwab and Fidelity, and has been featured in outlets including The Wall Street Journal, Bloomberg, and CNBC.
Team overview
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Investment Themes
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Owner & Executives
DAVID MATTHEW DOLL
Chief Executive Officer, Founder
- CRD
- #1414550
- Ownership
- Less than 5%
TIMOTHY SHAWN HARTZELL
Chief Compliance Officer, Chief Investment Officer, FOUNDER
- CRD
- #1044121
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,055,825,621 | $3,151,718 |
| Non-Discretionary | $0 | -- |
| Total | $1,055,825,621 | $3,151,718 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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