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Founder and Chief Executive Officer · Sequent Asset Management, LLC

David M. Doll

CRD 1414550 · Named on Form ADV at one SEC-registered adviser

At a glance

Sequent Asset Management, LLC, an SEC-registered wealth manager based in Houston, TX with $1.1 billion in regulatory assets, lists David M. Doll on its Form ADV as Founder and Chief Executive Officer, a control person.

Firms and roles

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Timothy S. HartzellFounder/chief Investment Officer and Chief Compliance Officer, Sequent Asset Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.