CRD: 117756
Sequoia Financial Group, L.l.c.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · UBS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-26-2000
- Office Locations
- 55
Office Locations
About Sequoia Financial Group, L.l.c.
Sequoia Sentinel (Sequoia Financial Group) provides family office services for families of exceptional means, pairing an in-house wealth planning team with independent, data-driven asset management. The firm delivers holistic planning and proactive advisor support focused on legacy preservation, while investment specialists continuously evaluate markets and select solutions solely in clients’ best interests. Akron, OH-based with a national footprint.
Reported data analysis
What the numbers show
Between October 20, 2025 and June 30, 2026, reported AUM increased 40.0%, from $23.0B to $32.2B.
Across 5 reported observations, AUM increased 252.4% between November 30, 2022 and June 30, 2026, from $9.2B to $32.2B.
Of the latest reported AUM, 95.0% is discretionary and 5.0% is non-discretionary.
The firm reports 195 advisory representatives and 11,318 clients, or 58 clients per representative. That equates to $2.8M in reported AUM per client.
The profile lists 55 reported office locations and 26 years in operation. The source data was last updated on June 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
TREVOR ROBERT CHUNA
CHIEF TECHNOLOGY OFFICER, Financial Advisor, General Partner
- CRD
- #5031603
- Ownership
- Less than 5%
Joseph A Glick
Chief Operating Officer, EVP
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 12 owners & executives
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EDWARD NISHAN ANTOIAN
Advisor
- CRD
- #1057744
RYAN CHRISTOPHER BANEY
Financial Advisor, General Partner
- CRD
- #5638647
Showing 2 of 269 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,638,870,219 | $774,707 |
| Non-Discretionary | $1,604,709,841 | $18,444,941 |
| Total | $32,243,580,060 | $813,492 |
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Separately Managed Accounts
SMA allocation detail is available
Sequoia Financial Group, L.l.c. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Sequoia Financial Group, L.l.c.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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