Sequoia Financial Group, L.L.C.

Sequoia Financial Advisors, LLC is an SEC‑registered enterprise advisory firm that serves individuals (including high‑net‑worth clients), corporations, foundations, trusts, family offices, retirement plans and private funds. The firm offers a range of services including wealth planning, estate document preparation and review, investment management (discretionary and non‑discretionary), retirement plan consulting, trustee support and business succession consulting.

Investment decisions are guided by an Investment Policy Committee and a formal due‑diligence process that uses fundamental, technical and cyclical analysis to construct and monitor model portfolios, custom portfolios and third‑party manager selections; models are reviewed and rebalanced on a regular (quarterly) basis. Clients may be managed directly by Sequoia, allocated to independent managers, or served through multi‑advisor solutions and aggregation platforms (including the Armada service for very large relationships), and the firm discloses it can invest up to 100% of an account in its affiliated Sequoia Global Value ETF when appropriate.

The brochure highlights a few features that are less common among large enterprise advisers: Sequoia offers a paid financial‑wellness technology platform and may charge modest fees for educational seminars and certain planning services, discloses legacy private funds that include performance‑fee arrangements (not offered to new investors), and documents the March 2025 acquisition of Carlson Capital Management and the firm’s role as sponsor/sub‑advisor to an affiliated ETF. The firm also operates an affiliated tax‑preparation entity (Sequoia Tax Services), participates in referral programs (including Fidelity WAS and Schwab Advisor Network), and distributes or cites quarterly investment newsletters from third parties (DFA, LPL) while posting communications to its website and LinkedIn, with related disclosures and consent processes described in the brochure.