Data / Investment advisers / Ohio / Sequoia Financial Group, L.L.C.
Sequoia Financial Group, L.L.C., Akron, OH: $32.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Sequoia Financial Group, L.L.C. is an SEC registered investment adviser with its main office in Akron, Ohio and reports $32.2 billion in regulatory assets under management in its Form ADV filed August 24, 2026. Its clients include high net worth individuals, individuals and pooled investment vehicles. It is paid through a percentage of assets under management, hourly charges and subscription fees. It advises 17 private funds.
The request: Watch Sequoia Financial Group, L.L.C. (CRD number 117756): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 117756
- SEC file number
- 801-61089
- SEC status
- Approved, effective April 19, 2002
- Legal name
- Sequoia Financial Advisors, L.L.C.
- Main office
- 3500 Embassy Parkway, Akron, OH 44333
- Phone
- (330) 375-9480
- Regulatory AUM
- $32,243,580,060 in the Form ADV filed August 24, 2026
- Discretionary AUM
- $30,638,870,219
- Non discretionary AUM
- $1,604,709,841
- Accounts
- 39,636
- Employees
- 424, of which 195 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, subscription fees, fixed fees, performance based fees
- Private funds
- 17: 7 private equity funds, 5 hedge funds, 4 real estate funds, 1 other private fund
- Gross assets of private funds
- $1,637,985,248
- Other offices
- 38
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 4,556 | $24.80 billion |
| Individuals (other than high net worth individuals) | 6,508 | $5.05 billion |
| Pooled investment vehicles | 17 | $1.64 billion |
| Corporations or other businesses | 106 | $653.6 million |
| Charitable organizations | 25 | $83 million |
| Pension and profit sharing plans | 6 | $18.1 million |
| State or municipal government entities | Fewer than 5 | $212,059 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $32.24 billion | March 18, 2026 |
| December 1, 2025 | $23.03 billion | October 20, 2025 |
Other advisers in Akron
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Valmark Advisers, Inc. | Akron | $10.17 billion | Not listed | adviserinfo.sec.gov |
| Revisor Wealth Management LLC | Akron | $2.53 billion | Not listed | adviserinfo.sec.gov |
| Oak Associates LTD | Akron | $1.78 billion | Not listed | adviserinfo.sec.gov |
| Kohmann Bosshard Financial Services, LLC. | Akron | $1.12 billion | Not listed | adviserinfo.sec.gov |
| True Wealth Design, LLC | Akron | $494 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Akron, OH
- Investment advisers in Ohio
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Sequoia Financial Group, L.L.C. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.