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SEQUOIA FINANCIAL GROUP, L.L.C.
Legal name: SEQUOIA FINANCIAL ADVISORS, L.L.C.
CRD 117756File 801-61089
APPROVED
Retail clients
Custody
Filing as of Jun 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$32.24B
Top 10% of cohort (national)
Discretionary AUM
$30.64B
Non-discretionary $1.60B
Clients
11,218
39,636 accounts
Employees
424
Top 10% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 19, 2002
- Principal office
- 3500 EMBASSY PARKWAY, AKRON, OH, 44333
- Phone
- 330-375-9480
- Website
- https://x.com/SEQUOIAFIN
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $32.24B
- Discretionary AUM
- $30.64B
- Non-discretionary AUM
- $1.60B
- Discretionary accounts
- 39,549
- Non-discretionary accounts
- 87
- Total accounts
- 39,636
- AUM per client
- $2.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 106 | $653.6M |
| Charitable organizations | 25 | $83.0M |
| High net worth individuals | 4,556 | $24.80B |
| Pooled investment vehicles | 17 | $1.64B |
| Pension and profit sharing plans | 6 | $18.1M |
| State or municipal government entities | Fewer than 5 | $212K |
| Individuals (other than high net worth individuals) | 6,508 | $5.05B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Subscription fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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.