Loyd Stegent

Loyd J. Stegent is the founder and President of Stegent Equity Advisors, Inc., a Houston-based fee-for-service investment and financial counseling firm founded in 1995. The firm describes itself as a boutique financial planning practice with approximately $200 million under advisement and a focus on tax planning, retirement planning, estate conservation, and investment management.

Stegent is also a founding director of Cornelius, Stegent & Price, LLP, a Houston CPA firm serving government, nonprofit, business, and high-net-worth clients. His profile says he previously worked as Manager of Financial Counseling Services at Deloitte & Touche, LLP.

He holds CFP® and CPA/PFS credentials and is listed by the Financial Planning Association as a CERTIFIED FINANCIAL PLANNER® professional, CPA, and Personal Financial Specialist. His SEC/public adviser footprint is as an investment adviser and wealth manager rather than a startup investor. He earned a B.B.A. in Accounting from the University of Houston in 1985.

Stegent’s public biography says his practice focuses on individual wealth creation and preservation, including income and estate tax minimization, investment and retirement planning, insurance needs analysis, and matching clients with independent money managers suited to their financial needs.

• Public sources do not verify the stub’s “Angel Investor” or “Seed Round” characterization. His verified work is financial advisory and public-market investment management through Stegent Equity Advisors.
• Stegent Equity Advisors emphasizes fiduciary, fee-for-service advice and says it is paid for services rather than investment products sold.
• The firm states that it receives no commissions on investment products such as stocks, bonds, or mutual funds; if it ever receives a life-insurance commission, it says it discloses it and applies 100% to the client’s financial planning fee.
• The firm’s investment approach centers on individualized asset allocation based on goals, risk tolerance, investment preferences, time horizon, and taxation.
• Stegent’s own business philosophy emphasizes trust-based advice and long-term client relationships: “the financial advice-giving industry should be about two things: people and their futures.”
• Public-market focus, based on recent 13F data, includes ETFs and diversified holdings rather than direct startup financings.