Stegent Equity Advisors

Stegent Equity Advisors

Stegent Equity Advisors was founded in 1995 by Loyd Stegent, a Houston-based certified financial planner and CPA. The firm operates from a single office on Greenway Plaza, serving individuals, high-net-worth families, trusts, estates, and businesses across the Houston area. Stegent's dual credentials in accounting and financial planning anchor a practice designed to integrate tax preparation with investment management. The firm's service model combines asset management with tax planning and preparation, retirement planning, financial planning, and estate planning. Stegent Equity Advisors does not publicly disclose a dedicated investment strategy or sector focus; its advisory approach is built around personal financial planning rather than institutional portfolio construction. The firm's public materials reference broad market themes — a 2026 blog post discusses the rise of small-cap stocks — but do not detail specific asset-class allocations, direct deals, or fund commitments. A three-person team supports the practice: Loyd Stegent alongside Audrey Petrash, a fellow CFP® and enrolled agent, and Travis Coulson. The firm maintains a single location at 24 Greenway Plaza in Houston. No adjacent investment vehicles, philanthropic foundations, or co-investment clubs are disclosed. Client assets under management are not publicly reported, and Stegent Equity Advisors does not appear in industry rankings or institutional databases. The firm's structural differentiator lies in its practitioner-led, tax-integrated model — a local advisory combining CPA-level tax expertise with financial planning, rather than a multi-family office or institutional asset manager architecture. This creates a tight, high-touch service loop where the same team member may handle both a client's tax filing and their portfolio allocation, a model that remains common among independent wealth managers but less documented in aggregated industry data.