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STEGENT EQUITY ADVISORS INC.
CRD 114518File 801-63736
APPROVED
Retail clients
Custody
Filing as of Feb 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$243.7M
Below cohort median (national)
Discretionary AUM
$242.5M
Non-discretionary $1.2M
Clients
91
377 accounts
Employees
3
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Feb 17, 2005
- Principal office
- 24 GREENWAY PLAZA, SUITE 1507, HOUSTON, TX, 77046
- Phone
- 713-840-9300 X104
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $243.7M
- Discretionary AUM
- $242.5M
- Non-discretionary AUM
- $1.2M
- Discretionary accounts
- 371
- Non-discretionary accounts
- 6
- Total accounts
- 377
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $3.0M |
| High net worth individuals | 63 | $226.8M |
| Pension and profit sharing plans | Fewer than 5 | $701K |
| Individuals (other than high net worth individuals) | 28 | $13.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.