St. Augustine, FL Office

Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory and related consulting to a broad client mix that includes individuals (including high‑net‑worth clients), family offices, corporations, charitable organizations, trusts and retirement plans. Services described in the brochure include model and custom portfolio management, private fund management, trustee support, estate document preparation via third parties, aggregation/reporting platforms and retirement‑plan consulting and participant education.

The firm implements portfolios through a combination of model allocations and custom solutions overseen by an Investment Policy Committee, and may use mutual funds, ETFs, individual securities, private and alternative investments and independent third‑party managers to achieve client objectives. Research and allocation decisions draw on fundamental, technical and cyclical analysis supplemented by third‑party research and regular due diligence, with periodic monitoring and quarterly model reviews and rebalancing described in the disclosure.

Sequoia’s disclosures identify several arrangements that distinguish it from many peers: it serves as sponsor and sub‑advisor to an affiliated ETF and acts as general partner/adviser to private funds, and it is under common ownership with Sequoia Tax Services while also administering the American Center for Philanthropy—relationships the firm discloses as creating potential conflicts of interest. The brochure also notes trustee support bundles and the use of fixed‑retainer or subscription‑style billing for some planning and monitoring services, a billing approach the firm documents that is less common among firms of its size.