firm profile
Sequoia Financial Group, L.L.C.
Overview
Sequoia Financial Group, L.L.C. is an SEC registered investment adviser based in Akron, OH, registered since 2000. It reports $32.2B in assets under management across 39,636 accounts, with 424 employees. It has 240 investment adviser representatives.
- Reported AUM
- $32.2B
- Discretionary
- 95%
- Accounts
- 39,636
- Average account
- $813K
- Employees
- 424
- Advisory reps
- 240
- Registered since
- 2000
- Jurisdictions
- 53
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Percentage of Assets, Performance-Based Fees and Subscription Fees
Executive officers 3 of 12
- Thomas Arthur Haught Chairman, President, Chief Executive Officer CRD 2098919
- Annelise Waterfall McCauley Chief Client Experience Officer CRD 4561286
- Christopher Brian Thom Executive Vice President, Chief Strategy & Partnership Officer CRD 3137473
9 more executive officers, with direct contact details
Advisory reps 3 of 240
- Edward Nishan Antoian Investment Adviser Rep CRD 1057744
- Ryan Christopher Baney Investment Adviser Rep CRD 5638647
- Andrew Thomas Barrett Investment Adviser Rep CRD 1885049
237 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 3500 Embassy Pkwy
Akron, OH 44333 - County
- Summit
- Metro area
- Akron, OH
- Region
- Midwest
Registrations
- SEC registered
- Registered in 53 jurisdictions
Every state, with registration dates
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- Warther Private WealthAkron, OH$371M AUM
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