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SEQUOIA FINANCIAL GROUP, L.L.C.
SEQUOIA FINANCIAL ADVISORS, L.L.C.
CRD 117756 · SEC 801-61089
3500 EMBASSY PARKWAY, AKRON, OH, 44333, United States
Phone
330-375-9480
Fax
833-267-4550
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$32.24B
Discretionary AUM
$30.64B
Team
424 total employees; 195 advisory reps; 100 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6508 | $5.05B |
| High net worth individuals | 4556 | $24.80B |
| Pooled investment vehicles | 17 | $1.64B |
| Pension/profit sharing plans | 6 | $18.1M |
| Charitable organizations | 25 | $83.0M |
| Corporations/business entities | 106 | $653.6M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.linkedin.com/company/sequoia-financial-group/
- https://www.karpasstrategies.com
- https://www.instagram.com/sequoiawealthbuilders/
- https://www.facebook.com/sequoiafin
- https://www.facebook.com/specialneedsfinancialplanning/
- https://www.mcapitaladv.com
- https://retirement.carlsoncap.com/
- https://x.com/SEQUOIAFIN
- https://www.altruvistawealth.com
- https://www.sequoia-financial.com/GUNS-HOSES
- https://www.affiniafg.com
- http://recessionopportunity.com
- https://www.youtube.com/user/LJPRvideos
- https://www.specialneedsplanning.com/
- https://www.sequoia-financial.com/
- https://cirruswealth.com
- https://www.linkedin.com/company/special-needs-planning/
- https://x.com/SNFPlanning
- https://www.zekecapital.com
Official SEC filing: View on IAPD