SEC-Registered Investment Adviser
Sequoia Financial Group, L.L.C.
Legal name: Sequoia Financial Advisors, L.L.C.
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated August 24, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- April 19, 2002
- Principal office
- 3500 Embassy Parkway, Akron, OH 44333
- Organized as
- Limited Liability Company, OH
- Fiscal year end
- December
- Other offices
- 38
Scale
- Regulatory AUM
- $32.2B
- Discretionary / non-discretionary
- $30.6B / $1.6B
- Accounts
- 39,636
- Clients
- 100
- Employees
- 424, 195 in advisory roles
- Private funds advised
- 17
- Private fund gross assets
- $1.6B
- Fund types
- 5 hedge funds, 7 private equity funds, 4 real estate funds, 1 other private funds
- Client assets in custody
- $15.6B (14,270 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting, selection of other advisers, publication of periodicals or newsletters and educational seminars or workshops
- Compensated by
- a percentage of assets under management, hourly charges, subscription fees, fixed fees and performance-based fees
- Client types
- individuals (other than high net worth) (6,508); high net worth individuals (4,556); pooled investment vehicles (17); pension and profit sharing plans (6); charitable organizations (25); state or municipal government entities; corporations or other businesses (106)
- Related persons include
- a broker-dealer, an accountant or accounting firm, an insurance company or agency and a sponsor, general partner or managing member of pooled investment vehicles
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (August 24, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.