A complete list of active advisors currently associated with Sequent Asset Management, LLC

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

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.

To learn more about the advisors currently working at Sequent Asset 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.