# Stegent Equity Advisors

Stegent Equity Advisors is a Bank / Wealth / Trust based in Houston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** 24 Greenway Plaza Suite 1507, Houston, TX 77046, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** stegentequity.com
- **LinkedIn:** https://www.linkedin.com/company/stegent-equity-advisors

## Regulatory record

- **CRD number:** 114518
- **SEC file number:** 801-63736
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-27T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/114518

## About

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.

## People

- Loyd Stegent — CFP®, CPA/PFS
- Audrey Petrash — CFP®, EA
- Travis Coulson — Team Member

## Questions

### Who runs investment decisions at Stegent Equity Advisors?

Loyd Stegent, the firm's founder, leads the practice as a CFP® and CPA/PFS. He is supported by Audrey Petrash, also a CFP®, and team member Travis Coulson. The firm does not publicly identify a separate chief investment officer or investment committee structure.

### What investment strategy does Stegent Equity Advisors follow?

The firm does not publish a formal investment strategy or asset allocation framework. Its public materials emphasize integrated financial planning — combining tax preparation, retirement planning, and asset management — rather than a dedicated institutional investment process or sector-specific mandates.

### Does the firm disclose its assets under management?

No. Stegent Equity Advisors does not publicly report assets under management, and no independent sourcing provides a reliable AUM figure. Its regulatory filings and website offer no indication of total client assets or deployment scale.

## Related profiles

- [Stefnir Asset Management](https://altss.com/profile/stefnir-asset-management)
- [Stegner Investment Associates](https://altss.com/profile/stegner-investment-associates)

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Last updated: 2026-06-03T20:00:00.000Z

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