Sequent Asset Management, LLC
SEQUENT ASSET MANAGEMENT, LLC is a comprehensive multi-family office and investment adviser headquartered in Houston, Texas. Founded in 2008, the firm focuses on serving families with significant business interests, particularly closely held business owners and corporate executives. Sequent offers tailored wealth management, financial planning, investment management, and succession planning services, aiming to act as clients’ personal chief financial officer. The team is small (3–4 employees), with senior leadership directly involved in client relationships, and the practice emphasizes a selective client base to maximize attention and custom solutions for each family served.
Investment Strategy
Sequent Asset Management specializes in providing custom-tailored wealth management solutions for high-net-worth families, closely held business owners, and corporate executives. Their approach centers on maximizing and balancing personal and corporate investments, developing replacement cash flow and liquidity, and coordinating business leadership and intergenerational wealth transfers. The firm emphasizes minimizing administrative distractions by serving a select number of families, allowing for deeper engagement and custom strategies. As a fee-only family office, Sequent aligns its compensation solely with client interests, focusing on cash flow as a foundation for long-term financial success and employing a multidisciplinary process encompassing tax mitigation, investment management, and financial planning.
Top Holdings
Equity Positions (72)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
X XLK | Select Sector SPDR Tr Technolo | 9.40% | $19.8M | 70,111 | $54.43 | $281.86 | +$2.0M |
S SPY | SPDR S&P 500 ETF Tr | 6.34% | $13.3M | 20,012 | $544.61 | $666.18 | +$967.2K |
S SPYG | SPDR S&P 500 Growth | 5.95% | $12.5M | 119,783 | $59.72 | $104.51 | +$1.1M |
I IWP | iShares Rus Mid Cap Growth ETF | 4.55% | $9.6M | 67,200 | $53.57 | $142.41 | +$250.7K |
I IWO | iShares Rus 2000 Growth ETF | 3.90% | $8.2M | 25,631 | $125.52 | $320.04 | +$876.1K |