Claude Keeran Koontz

Employer firm

Sequoia Financial Group, L.l.c. CRD 117756

$32.2B regulatory AUM 100 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → Present
  Mastrapasqua Asset Management
  San Antonio, TX
• 08/2023 → Present
  Sequoia Financial Group
  San Antonio, TX

Previous Registrations

• 2011-12-19 → 2023-12-07
  M Capital Advisors
  Nashville, TN
  San Antonio, TX
• 2006-07-11 → 2011-12-19
  Mastrapasqua Asset Management
  San Antonio, TX

Other Businesses

Claude is the Portfolio Manager at M Capital Advisors in San Antionio, TX and spends approximately 40 hours per week in this role. He has worked at M Capital since 2012.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-09-25

Designations

• Chartered Financial Analyst

Other Names

• Claude Koontz