A complete list of active advisors currently associated with Sequel Capital Management, LLC

Warmer can help you find a great advisor at Sequel Capital Management, LLC or one who fits your needs even better.

Sequel Capital Management is a newly formed registered investment adviser that offers discretionary investment management, wealth-management services, and standalone financial planning to individuals, high-net-worth clients, trusts and estates. The firm’s services include portfolio management for individual and retirement accounts and it discloses a wrap fee program that bundles securities transaction costs into its asset‑based wealth management fee. The firm describes a primarily long‑term, customized approach that uses both fundamental and technical analysis to build portfolios of individual stocks and bonds, mutual funds, ETFs and options, and it will retain legacy holdings when appropriate for tax or fit reasons. Clients are engaged through a formal agreement that sets investment objectives and permissible restrictions, and the adviser positions itself as a fiduciary with a written Code of Ethics and customary referral relationships with specialists when needed. What is notable relative to peers in this regulatory category is that the firm sponsors a wrap fee program and explicitly offers financial planning and direct portfolio management for individuals—features that are statistically uncommon among firms without active SEC‑registered advisors. The firm also states it does not manage private funds or charge performance fees, operates on an institutional custodian platform, and reports no assets under management in its initial filing.

To learn more about the advisors currently working at Sequel Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
John Klevens	Scottsdale, AZ	34

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