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Sequent Asset Management, LLC
Multifamily office listing in Houston, Texas, United States.
- SEC-registered
- Founded 2008
- Regulatory AUM
- $1.1 billion
- Employees
- 3
- Clients
- 26-50
- Founded
- 2008
Houston-based Sequent Asset Management is a registered investment adviser and multi-family office providing customized wealth, investment, and fiduciary services to families, business owners, executives, and other clients.123
Overview
Sequent provides family office wealth management, investment management, financial counseling, portfolio consulting, and fiduciary coordination. Its financial counseling addresses balance sheets, cash flow, accumulation, insurance, tax, estate and gift planning, and business or succession planning.34
Portfolio consulting includes asset allocation, money-manager selection and oversight, reporting on market and economic conditions, and coordination for trusts, partnerships, companies, and charitable entities.3
History
Sequent says it was formed in 2008 by Tim Hartzell and David Doll as a multi-family office and professional investment management firm.5
Leadership
Tim S. Hartzell is Founder and Manager, Chief Investment Officer, and Chief Compliance Officer. David M. Doll is Founder and Chief Executive Officer.6
Services
The firm combines investment management with broader family office support, including financial counseling, portfolio consulting, and fiduciary coordination. Its work can cover family balance sheets, cash flow, insurance, tax planning, estate and gift planning, business planning, succession planning, and coordination across trusts, partnerships, companies, and charitable entities.34
What the firm offers
- Investment management
- Tax planning
- Estate planning
- Trust and fiduciary
- Philanthropy
- Risk and insurance
Client Focus
Sequent focuses on multi-generational families, closely held business owners, senior corporate executives, retirees, professionals with their own practices, trusts, estates, charitable organizations, and businesses. The firm says it works with a selective group of families and has served more than 30 families across more than 12 states and several countries.3
Approach
Sequent describes its process as customized to each family’s goals, circumstances, assets, earnings, risks, and cash-flow needs, without boilerplate portfolios or allocation strategies. The firm says its investment process is fiduciary-based and centered on an investment committee format.24
Sequent reports that it is fee-only and receives revenue from client-paid fees. Its relationship summary lists asset-based, hourly, or fixed-fee arrangements.27
Assets and Registration
Sequent Asset Management, LLC is a Houston-based registered investment adviser with SEC file number 801-69523 and CRD 148194, according to its April 1, 2026 Form ADV. The firm reports $1,055,825,621 in regulatory assets under management in that filing.1
By the numbers
| Year | Regulatory AUM | Discretionary | Non-discretionary |
|---|---|---|---|
| 2016 | $519 million | $300 million | $219 million |
| 2017 | $559 million | $329 million | $230 million |
| 2018 | $580 million | $331 million | $249 million |
| 2019 | $570 million | $318 million | $253 million |
| 2020 | $632 million | $344 million | $288 million |
| 2021 | $712 million | $343 million | $369 million |
| 2022 | $811 million | $377 million | $434 million |
| 2023 | $760 million | $340 million | $420 million |
| 2025 | $973 million | $973 million | $0 |
| 2026 | $1.1 billion | $1.1 billion | $0 |
| Year | Average AUM per client |
|---|---|
| 2018 | $2 million |
| 2019 | $1 million |
| 2020 | $2 million |
| 2021 | $2 million |
| 2022 | $2 million |
| 2023 | $2 million |
| 2025 | $1 million |
| 2026 | $3 million |
| Client type | Clients (2026) |
|---|---|
| Individuals | 22 |
| High net worth individuals | 292 |
| Corporations | 21 |
| Year | Employees |
|---|---|
| 2016 | 2 |
| 2017 | 2 |
| 2018 | 3 |
| 2019 | 3 |
| 2020 | 3 |
| 2021 | 3 |
| 2022 | 3 |
| 2023 | 4 |
| 2025 | 3 |
| 2026 | 3 |
Ranks #10 of 17 SEC-registered firms in TX on MultifamilyOffices.com by regulatory AUM.
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 148194. Ranking uses only firms profiled on MultifamilyOffices.com. As of .
FAQs
What does Sequent Asset Management do?
Sequent provides family office wealth management, investment management, financial counseling, portfolio consulting, and fiduciary coordination.3
Who does Sequent serve?
Its client focus includes multi-generational families, closely held business owners, senior corporate executives, retirees, professionals with their own practices, trusts, estates, charitable organizations, and businesses.3
How does Sequent approach investing?
The firm describes a customized, fiduciary-based process organized around an investment committee and tailored to each family’s goals, circumstances, assets, earnings, risks, and cash-flow needs.24
Related resources
- LocationMultifamily offices in Houston
The Houston multifamily office directory helps families and business owners compare local firms by service mix and client focus. It provides regional context for assessing how Sequent's investment management, tax, estate, fiduciary, philanthropy, and insurance services fit a Houston based wealth plan.
- Network siteEstatePlanner.com
EstatePlanner.com's guides explain wills, trusts, beneficiary choices, and related planning questions. A family or business owner can use them to prepare for conversations about estate structures, tax planning, succession, and fiduciary responsibilities when considering Sequent's services.
- Network siteFamilyOffices.com
FamilyOffices.com offers articles, data, and community resources focused on single family offices and wealthy families. Readers can use these materials to compare a multi family office relationship with building internal capabilities for investments, family governance, philanthropy, and business related wealth decisions.
- DataMFO fee types from Form ADV
The MFO fee types page explains how Form ADV disclosures describe advisory fees and other charges. Reviewing those categories helps a prospective client identify questions about investment management, planning, fiduciary work, and related services before discussing costs with a Houston adviser.
- Similar firmsAcropolis Capital Partners
Benzer Capital
Badii Group Private Wealth ManagementProfiles of Acropolis Capital Partners, Benzer Capital, and Badii Group Private Wealth Management provide nearby examples for comparison on MultifamilyOffices.com. Reviewing their stated services and client focus can help a family or business owner clarify which capabilities matter most when evaluating Sequent.
Sources
- April 1, 2026 Form ADV
- Sequent Asset Management
- Sequent Is Special
- Is Sequent for You?
- Sequent Form ADV Part 2A
- Sequent Form CRS
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
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