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SEQUENT PLANNING, LLC
CRD 160381File 801-113971
APPROVED
Retail clients
Filing as of Aug 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$589.5M
Above cohort median (national)
Discretionary AUM
$528.4M
Non-discretionary $61.0M
Clients
6,015
6,015 accounts
Employees
102
Above cohort median in NE
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Sep 10, 2018
- Principal office
- 8807 INDIAN HILLS DRIVE, OMAHA, NE, 68114
- Phone
- 402-953-3544
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $589.5M
- Discretionary AUM
- $528.4M
- Non-discretionary AUM
- $61.0M
- Discretionary accounts
- 5,999
- Non-discretionary accounts
- 16
- Total accounts
- 6,015
- AUM per client
- $98K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 45 | $80.9M |
| Individuals (other than high net worth individuals) | 5,970 | $508.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- 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 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 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.