STEGENT EQUITY ADVISORS INC.
STEGENT EQUITY ADVISORS INC. of HOUSTON, TX is an SEC-registered investment adviser (CRD 114518). Regulatory assets under management: $243.7M.
Registration
- CRD: 114518
- SEC file number: 801-63736
- Type: Registered investment adviser
- Location: 24 GREENWAY PLAZA, SUITE 1507, HOUSTON, TX, 77046
- Phone: 713-840-9300 X104
- Latest filing: 2026-02-27
- Regulatory AUM: $243.7M
- Discretionary AUM: $242.5M
- Non-discretionary AUM: $1.2M
- Clients: 3
- Accounts: 377
Business model
Compensation: % of AUM.
Clients served: Individuals, High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Loyd James Stegent | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| STEGENT LOYD JAMES | PRESIDENT; PRESIDENT/CCO; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
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