# Stegent Equity Advisors Inc.

> Stegent Equity Advisors Inc. is an SEC-registered investment advisory firm in Houston, TX, registered since 2005, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 114518
- Filed as: STEGENT EQUITY ADVISORS INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/114518
- AdvisorCensus page: https://advisorcensus.com/firm/stegent-equity-advisors-inc-houston-tx-114518

## Quick answers

**How is Stegent Equity Advisors Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Stegent Equity Advisors Inc. reports these compensation arrangements: a percentage of assets under its management.

**How much does Stegent Equity Advisors Inc. charge?**
Its Form ADV Part 2A brochure dated February 27, 2026 states: Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Stegent Equity Advisors Inc. located?**
Stegent Equity Advisors Inc.'s principal office is in Houston, TX, according to its Form ADV.

**Is Stegent Equity Advisors Inc. registered with the SEC or a state?**
Stegent Equity Advisors Inc. is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 114518.

**How much does Stegent Equity Advisors Inc. manage?**
Stegent Equity Advisors Inc. reports $243,720,951 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (99% discretionary).

**How have Stegent Equity Advisors Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Stegent Equity Advisors Inc.: Regulatory assets under management: $212,053,308 in the October 2021 data and $243,720,951 in the October 2026 data, up 15%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stegent Equity Advisors Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (63); individuals (other than high net worth individuals) (28).

**Which custodians does Stegent Equity Advisors Inc. use?**
Stegent Equity Advisors Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Stegent Equity Advisors Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/114518

**What changed in Stegent Equity Advisors Inc.'s recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $208,998,632 to $243,720,951 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 27, 2026)

- Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it)

> Fees based upon a percentage of the client’s portfolio will generally range from 0.50% to 1.0% of assets under supervision per year, depending on the nature of the services provided and the portfolio size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $243,720,951
- Discretionary: $242,471,326
- Non-discretionary: $1,249,625

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $13,238,365 |
| High net worth individuals | 63 | $226,808,165 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $700,589 |
| Charitable organizations | Fewer than 5 | $2,973,832 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2005 (21 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stegentequity.com
- LinkedIn @stegent-equity-advisors
- X @stegentequity

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $212,053,308 | 3 | August 26, 2021 |
| October 2022 | $226,898,851 | 3 | March 10, 2022 |
| October 2023 | $188,785,235 | 2 | September 5, 2023 |
| October 2024 | $183,187,690 | 2 | March 15, 2024 |
| October 2025 | $208,998,632 | 2 | March 24, 2025 |
| October 2026 | $243,720,951 | 3 | February 27, 2026 |

Regulatory assets under management: $212,053,308 in the October 2021 data and $243,720,951 in the October 2026 data, up 15%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $208,998,632 to $243,720,951 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stegent Equity Advisors Inc. (CRD 114518): Form ADV filing data as of October 2026.