Wealth Manager
    SEC Registered
    Manages Private Funds

    Sequoia Financial Group, L.L.C.

    Registered investment advisor · Akron, Ohio · CRD #117756

    Assets Under Management
    $32.2B
    Client Accounts
    39,636
    Employees
    424
    CRD Number
    117756
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Sequoia Financial Group, L.L.C.

    Sequoia Financial Group is an independent wealth management firm based in Akron, Ohio, founded in 1991 by Tom Haught. The firm manages over $27 billion in client assets and operates primarily in the Midwest and Mid-Atlantic regions. Sequoia emphasizes a client-centric, fiduciary approach, offering integrated services and advanced technology to meet the needs of high-net-worth individuals, families, business owners, corporate executives, and institutional clients. The firm provides a range of we

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Sequoia Financial Group, L.L.C.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Sequoia Financial Group, L.L.C.'s AUM?

    Sequoia Financial Group, L.L.C. reports approximately $32.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Sequoia Financial Group, L.L.C. headquartered?

    Sequoia Financial Group, L.L.C. is headquartered in Akron, Ohio.

    What is Sequoia Financial Group, L.L.C.'s CRD number?

    Sequoia Financial Group, L.L.C.'s CRD number is 117756. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Sequoia Financial Group, L.L.C. manage?

    Sequoia Financial Group, L.L.C. manages approximately 39,636 client accounts according to its latest SEC filing.

    Is Sequoia Financial Group, L.L.C. SEC registered?

    Yes, Sequoia Financial Group, L.L.C. is registered with the SEC as an investment adviser with an approved registration status.

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