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STEGENT EQUITY ADVISORS INC.
CRD 114518 · SEC 801-63736
24 GREENWAY PLAZA, SUITE 1507, HOUSTON, TX, 77046, United States
Phone
713-840-9300 X104
Fax
713-840-0012
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$243.7M
Discretionary AUM
$242.5M
Team
3 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $13.2M |
| High net worth individuals | 63 | $226.8M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD