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Stegent Equity Advisors Inc.

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Client assets under management

$240,046,530

Clients

91

69% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

46

Typical

Average account size

$2,637,874

About

The firm provides personal financial planning and investment management to a range of clients including individuals (including high‑net‑worth individuals), closely held business owners, pension and profit‑sharing plans, trusts, estates, charitable organizations and corporations. It manages roughly $243.7 million in discretionary assets for a small advisory team and serves about 91 client relationships.

Its investment approach combines fundamental and technical analysis with a buy‑and‑hold orientation and the use of model‑based asset allocation; accounts are rebalanced on a schedule that can range from annually to monthly depending on size and objectives. The firm implements strategies through its internal management or by recommending unaffiliated money managers and commonly recommends Charles Schwab as custodian for client accounts.

The firm is led by a principal who is credentialed as a CPA/PFS/CFP and also leads a related public accounting firm; the advisory firm supervises accounting‑firm personnel who assist in preparing client financial plans, the two entities share office space, and the principal spends approximately 25% of his time practicing as a CPA. The firm also advertises third‑party ratings and distributes a client newsletter, practices that are relatively uncommon among peers in this category.

Client services

Financial planning Portfolio management

Expertise

General retirement planning General tax planning Wealth management Retirement withdrawal strategies

Occupation focus

Founder/Business Owner

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Fee options

Percentage

0.50% to 1.0% annually, negotiable depending on portfolio size and services

Other

Account minimum: $250,000 Minimum fee: $625 per quarter (minimum fee) Fee-only: Investment management fees based on percentage of assets under supervision, paid quarterly in advance

Main office location

Stegent Equity Advisors Inc.

24 Greenway Plaza, Suite 1507

Houston TX 77046, United States

Number of offices

1

Most active in

More info

Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn X Website 713-840-9300 X104

Advisors at this firm

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user avatar

Loyd S

CFP®, PFS™, Series 63, Series 65

Houston, TX

Stegent Equity Advisors Inc.

Loyd Stegent is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. He is the principal of Stegent Equity Advisors Inc. and has been involved with Stegent Financial Services, PC, a certified public accounting business, since 1996. Stegent Equity Advisors provides personal financial planning and discretionary investment management to individuals, high-net-worth clients, business owners, charitable institutions, and other organizations. The firm integrates its advisory services with a related CPA practice, emphasizing tax, cash-flow, and compensation planning alongside investment strategies that combine fundamental and technical analysis within a buy-and-hold framework.

General retirement planning General tax planning Wealth management Retirement withdrawal strategies Founder/Business Owner
user avatar

Audrey P

CFP®

Houston, TX

Stegent Equity Advisors Inc.

Audrey Petrash is a CFP® professional with over two years of industry experience. She has been with Stegent Equity Advisors Inc. since 2013 and has also worked at Stegent Financial Services PC (formerly CSP) since 2022. Stegent Equity Advisors provides personal financial planning and discretionary investment management to individuals, high-net-worth clients, business owners, charitable institutions, and other organizations. The firm employs both fundamental and technical analysis within a buy-and-hold framework, integrating financial planning with tax and cash-flow considerations through its affiliation with a related public accounting practice.

General retirement planning General tax planning Wealth management Retirement withdrawal strategies Founder/Business Owner
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