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SEQUOIA S.F.A.
Legal name: SEQUOIA SWISS FINANCIAL ADVISORS AG
CRD 158031File 801-72715
APPROVED
Retail clients
Filing as of Aug 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$212.3M
Below cohort median (national)
Discretionary AUM
$140.3M
Non-discretionary $72.1M
Clients
97
97 accounts
Employees
3
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Oct 19, 2011
- Principal office
- WEINPLATZ 7, ZURICH, 8001
- Phone
- +41 44 575 22 20
- Website
- HTTP://WWW.SEQUOIA-SFA.CH
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $212.3M
- Discretionary AUM
- $140.3M
- Non-discretionary AUM
- $72.1M
- Discretionary accounts
- 56
- Non-discretionary accounts
- 41
- Total accounts
- 97
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 89 | $209.2M |
| Individuals (other than high net worth individuals) | 8 | $3.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 17, 2026 | Employees | 2 | 3 |
| 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.