Stegent Equity Advisors, Inc.
Stegent Equity Advisors, Inc. is an SEC-registered investment adviser based in Houston, Texas, founded in 2002. The firm provides personalized asset management, tax planning, retirement planning, and financial planning services primarily to individuals—including both high net worth and non-high net worth clients—and some charitable organizations and pension plans. With 2 employees, Stegent Equity Advisors focuses on delivering tailored investment advice and comprehensive wealth management solutions for small business owners, families, and individuals.
Investment Strategy
Stegent Equity Advisors employs a client-centric approach, constructing diversified investment portfolios tailored to each client's goals and risk tolerances. Their strategy emphasizes long-term asset growth combined with risk mitigation, including careful asset allocation and proactive financial planning. They offer comprehensive wealth management encompassing not just portfolio management but also tax planning, retirement planning, and financial planning services, seeking to make decisions that align with clients’ overall financial well-being.
Top Holdings
Equity Positions (103)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GLTR | ABRDN PRECIOUS METALS BASKET | 3.94% | $4.5M | 32,216 | $94.33 | $138.15 | +$25.1K |
G GOAU | ETF SER SOLUTIONS | 3.71% | $4.2M | 142,764 | $14.89 | $29.34 | -$115.7K |
F FIW | FIRST TR EXCHANGE-TRADED FD | 3.62% | $4.1M | 37,878 | $90.49 | $107.98 | +$226.8K |
F FTLS | FIRST TR EXCH TRADED FD III | 3.59% | $4.0M | 61,093 | $58.76 | $66.28 | +$49.4K |
U URNM | SPROTT FDS TR | 3.20% | $3.6M | 75,484 | $38.27 | $47.93 | +$1.7M |