David Doll
Sequent Asset Management · Houston, Texas
David Doll is a fee-only financial advisor at Sequent Asset Management in Houston, Texas. David focuses on founders (pre-exit), family wealth transfer and estate & legacy planning. Sequent Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
- Retirees
- Divorced individuals
Facts
| Firm | Sequent Asset Management |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.06B across 335 accounts |
| SEC registration | Investment adviser representative in TX · CRD 1414550 |
| Exams passed | Series 65 (2008) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sequentasset.com |
| Profile |
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Questions about David
Is David Doll a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Sequent Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Sequent Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Doll based?
David Doll is based in Houston, Texas.
What does David specialize in?
David's specialties include founders (pre-exit), family wealth transfer, estate & legacy planning, tax planning, retirement planning and small business owners. David works with founders, executives, multi-generational families, retirees and divorced individuals.
Is David Doll registered with the SEC?
Yes. David Doll is registered as an investment adviser representative in TX (CRD 1414550), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sequent Asset Management manage?
Sequent Asset Management reports $1.06B across 335 accounts in assets under management.
How do I contact David Doll?
Through David's website, www.sequentasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Sequent Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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