Sequent Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$933,600,283
Clients
314
Advisors
2
of 3 employees
About
Sequent Asset Management serves high‑net‑worth families, closely held business owners, senior corporate executives, retirees, trusts, estates, charitable organizations and corporate entities. The firm provides multi‑family office wealth management, discretionary investment management, financial counseling, portfolio consulting and fiduciary coordination.
The firm’s investment process is committee‑driven and fiduciary in nature, combining bottom‑up security analysis with a top‑down assessment of the investment environment to produce customized allocation strategies and family financial plans across cash flow, tax, estate, business succession and related areas. Sequent manages accounts on a discretionary basis, issues quarterly and annual performance reporting, and invests across a wide range of instruments from listed equities and fixed income to private placements and derivatives as appropriate to client guidelines.
Sequent manages just over $1 billion in discretionary assets while operating as a fee‑only, boutique multi‑family office, resulting in an unusually large asset base per senior decision‑maker relative to many peers. The firm emphasizes selective, hands‑on relationships — including acting as trustee in some client situations, providing parallel services to other advisory firms, and drawing on international experience and frequent travel to coordinate complex family and business succession matters.
Client services
Expertise
Occupation focus
Fee options
Financial Counseling Services provided on a project basis with fees typically ranging from $1,000 to $25,000 depending on complexity.
$0 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.90% $3,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.65% $10,000,000 - $20,000,000: 0.50% $20,000,000+: Negotiable
Minimum fee: Minimum fee may be charged as outlined in the Investment Management Agreement; amount not specified. Fee-only: Firm is fee-only, receiving no commissions or other compensation from mutual funds or third parties.
Main office
952 Echo Lane, Suite 312
Houston TX 77024
Advisors at this office
2
Most active in
Florida · Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Timothy H
CFA®, Series 63
Houston, TX
Sequent Asset Management, LLC
Timothy Hartzell is a CFA® charterholder with 19 years of industry experience. He has been with Sequent Asset Management, LLC since 2008. Outside of his advisory role, he owns Hartzell, LLC, where he serves as a FINRA arbitrator and CFA grader. Sequent Asset Management is a fee-only multi-family office serving individuals, trusts, estates, charitable organizations, and corporate clients, with a focus on closely held business owners, senior corporate executives, and retirees. The firm uses a fiduciary, committee-driven investment process combining bottom-up security analysis with top-down macroeconomic assessment to deliver customized portfolio management and financial planning.
David D
Series 65
Houston, TX
Sequent Asset Management, LLC
David Doll is a Series 65-credentialed financial advisor at Sequent Asset Management, LLC, with 18 years of industry experience. He has been associated with Sequent since 2008 and also serves as owner and director of Le Jones, a valve seat manufacturing firm in Michigan. Doll is owner of Madsen Waters, LLC, a personal family investment entity in Texas. Sequent Asset Management serves high-net-worth families, business owners, executives, retirees, trusts, estates, charitable organizations, and corporate entities. The firm offers multi-family office wealth management and discretionary investment management through a committee-driven process, combining security analysis and investment environment assessment to create customized allocation strategies and financial plans across various client needs.
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