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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-05-1999
- Office Locations
- 1
Office Locations
About Stegent Equity Advisors Inc.
Houston-based Stegent Equity Advisors provides tax, retirement, and holistic financial planning alongside long-term, sensible portfolio management and insurance review. The firm works with retirees, entrepreneurs, and business owners and emphasizes asset allocation and risk management, typically implemented with ETFs and public funds. Custodied at Schwab; publishes practical tax-aware retirement distribution guidance (e.g., QCD/RMD and NUA).
Team overview
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Owner & Executives
LOYD JAMES STEGENT
Chief Compliance Officer, Director, President
- CRD
- #2716652
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Audrey Erin Petrash
Financial Planning Associate
- CRD
- #7773552
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $242,471,326 | $653,562 |
| Non-Discretionary | $1,249,625 | $208,271 |
| Total | $243,720,951 | $646,475 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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