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SEQUOIA FINANCIAL ADVISORS, L.L.C.

dba SEQUOIA FINANCIAL GROUP, L.L.C. · CRD 117756 · Registered Investment Adviser

Custody via related personManages private funds

SEQUOIA FINANCIAL ADVISORS, L.L.C. is a Registered Investment Adviser headquartered in AKRON, OH. The firm reports $32,243,580,060 in regulatory assets under management across 39,636 accounts, and manages 17 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$30,638,870,219
Non-discretionary$1,604,709,841
Total RAUM$32,243,580,060
Accounts39,636

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 117756. adviserinfo.sec.gov/firm/summary/117756.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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