STEGENT EQUITY ADVISORS INC.
CRD #114518 SEC #801-63736 HOUSTON, TX 713-840-9300 X104
SEC Registered
Total AUM
$209M
Discretionary
$207.8M
Employees
2
Clients
26
Accounts
372
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $209M | $207.8M | $1.2M | 2 | 0 |
| Mar 2024 | $183.2M | $182M | $1.2M | 2 | 0 |
| Sep 2023 | $188.8M | $187M | $1.8M | 2 | 0 |
| Jul 2023 | $188.8M | $187M | $1.8M | 2 | 0 |
| Mar 2023 | $188.8M | $187M | $1.8M | 3 | 0 |
| Mar 2022 | $226.9M | $225.1M | $1.8M | 3 | 0 |
| Aug 2021 | $212.1M | $210.4M | $1.7M | 3 | 0 |
| Mar 2021 | $212.1M | $210.4M | $1.7M | 3 | 0 |
| Jun 2020 | $189.6M | $187.9M | $1.7M | 3 | 0 |
| Mar 2020 | $189.6M | $187.9M | $1.7M | 3 | 0 |
| Mar 2019 | $170.5M | $168.8M | $1.7M | 3 | 0 |
| Mar 2018 | $187.5M | $185.7M | $1.7M | 2 | 0 |
| Mar 2017 | $152.9M | $151.1M | $1.8M | 2 | 26 |
| Mar 2016 | $149.4M | $147.5M | $1.9M | 2 | 26 |
| Mar 2015 | $146.4M | $145.4M | $928.6K | 2 | 26 |
| Aug 2014 | $135.2M | $134.4M | $855.2K | 2 | 26 |
| Mar 2014 | $135.2M | $134.4M | $855.2K | 2 | 26 |
| Mar 2013 | $120.2M | $119.4M | $861K | 2 | 26 |
| Mar 2012 | $106.3M | $105.5M | $800K | 1 | 26 |
| May 2011 | $100.5M | $99.5M | $1M | 5 | -- |
| Mar 2011 | $89.9M | $87.7M | $2.2M | 5 | -- |
| Feb 2007 | $52.8M | $49.7M | $3.1M | 5 | -- |
| Mar 2006 | $40.6M | $37.6M | $3M | 5 | -- |
| Feb 2005 | $26.4M | $24.6M | $1.8M | 5 | -- |
| Feb 2005 | $26.4M | $24.6M | $1.8M | 5 | -- |
DateMar 2025
Total AUM$209M
Discretionary$207.8M
Non-Disc.$1.2M
Employees2
Clients0
DateMar 2024
Total AUM$183.2M
Discretionary$182M
Non-Disc.$1.2M
Employees2
Clients0
DateSep 2023
Total AUM$188.8M
Discretionary$187M
Non-Disc.$1.8M
Employees2
Clients0
DateJul 2023
Total AUM$188.8M
Discretionary$187M
Non-Disc.$1.8M
Employees2
Clients0
DateMar 2023
Total AUM$188.8M
Discretionary$187M
Non-Disc.$1.8M
Employees3
Clients0
DateMar 2022
Total AUM$226.9M
Discretionary$225.1M
Non-Disc.$1.8M
Employees3
Clients0
DateAug 2021
Total AUM$212.1M
Discretionary$210.4M
Non-Disc.$1.7M
Employees3
Clients0
DateMar 2021
Total AUM$212.1M
Discretionary$210.4M
Non-Disc.$1.7M
Employees3
Clients0
DateJun 2020
Total AUM$189.6M
Discretionary$187.9M
Non-Disc.$1.7M
Employees3
Clients0
DateMar 2020
Total AUM$189.6M
Discretionary$187.9M
Non-Disc.$1.7M
Employees3
Clients0
DateMar 2019
Total AUM$170.5M
Discretionary$168.8M
Non-Disc.$1.7M
Employees3
Clients0
DateMar 2018
Total AUM$187.5M
Discretionary$185.7M
Non-Disc.$1.7M
Employees2
Clients0
DateMar 2017
Total AUM$152.9M
Discretionary$151.1M
Non-Disc.$1.8M
Employees2
Clients26
DateMar 2016
Total AUM$149.4M
Discretionary$147.5M
Non-Disc.$1.9M
Employees2
Clients26
DateMar 2015
Total AUM$146.4M
Discretionary$145.4M
Non-Disc.$928.6K
Employees2
Clients26
DateAug 2014
Total AUM$135.2M
Discretionary$134.4M
Non-Disc.$855.2K
Employees2
Clients26
DateMar 2014
Total AUM$135.2M
Discretionary$134.4M
Non-Disc.$855.2K
Employees2
Clients26
DateMar 2013
Total AUM$120.2M
Discretionary$119.4M
Non-Disc.$861K
Employees2
Clients26
DateMar 2012
Total AUM$106.3M
Discretionary$105.5M
Non-Disc.$800K
Employees1
Clients26
DateMay 2011
Total AUM$100.5M
Discretionary$99.5M
Non-Disc.$1M
Employees5
Clients--
DateMar 2011
Total AUM$89.9M
Discretionary$87.7M
Non-Disc.$2.2M
Employees5
Clients--
DateFeb 2007
Total AUM$52.8M
Discretionary$49.7M
Non-Disc.$3.1M
Employees5
Clients--
DateMar 2006
Total AUM$40.6M
Discretionary$37.6M
Non-Disc.$3M
Employees5
Clients--
DateFeb 2005
Total AUM$26.4M
Discretionary$24.6M
Non-Disc.$1.8M
Employees5
Clients--
DateFeb 2005
Total AUM$26.4M
Discretionary$24.6M
Non-Disc.$1.8M
Employees5
Clients--