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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

JOHN E. SESTINA AND COMPANY

CRD 108634

COLUMBUS, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4765e94f-b49a-853d-561b-22c5507a8d3f

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 4
On other graphs: 0
Observed: Mar 28, 2012 to Mar 4, 2026
62 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $744MItem 5.F on the latest filing (2026-03-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $744M
Private client RAUM: $744MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $93.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 19
Advisory employees: 12
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 12,193
Individual clients: 629
High net worth clients: 179
Custody, client assets: $160M
SEC number: 801-44151
CRD: 108634
Filings on the tape: 62
First filed: Mar 28, 2012
Latest filed: Mar 4, 2026
Organised: Corporation, OH
Website: managingtobewealthy.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Tyler V Cook	Certified Financial Planner	COLUMBUS, OH	10	22	n/a	no
Craig A Constantinovich	Certified Financial Planner	COLUMBUS, OH	10	13	n/a	no
Stephen A Lukan	Certified Financial Planner	COLUMBUS, OH	10	24	n/a	no
ANTHONY WILLIAM PAYNE	Certified Financial Planner	COLUMBUS, OH	10	25	n/a	no
Robert Aaron Cole Hammack	Certified Financial Planner	COLUMBUS, OH	8	11	n/a	no
Spencer Charles Hagar	Certified Financial Planner	COLUMBUS, OH	6	12	n/a	no
Kimberly E Wirtz	Certified Financial Planner	Strongsville, OH \| COLUMBUS, OH	3	21	n/a	no
Cameron Uttley	Certified Financial Planner	Columbus, OH	3	15	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Constantinovich, Craig, A	Owner	F	yes	10/2015	May 19, 2016	Nov 26, 2024
Cook, Tyler, V	Owner	F	yes	10/2015	May 19, 2016	Nov 26, 2024
Cook, Tyler, V	MANAGING PARTNER	Na	yes	10/2015	May 19, 2016	Nov 26, 2024
Lukan, Stephen, A	Owner	F	yes	11/2003	May 19, 2016	Nov 26, 2024
Lukan, Stephen, A	MANAGING PARTNER	Na	yes	11/2003	May 19, 2016	Nov 26, 2024
MTBW, LLC	Owner	E	yes	01/2016	Jul 27, 2016	Nov 26, 2024
PAYNE, ANTHONY, WILLIAM	Owner	F	yes	12/2015	May 19, 2016	Nov 26, 2024
CONSTANTINOVICH, LLC	Owner	F	no	01/2016	May 19, 2016	Nov 26, 2024
HILDE, LLC	Owner	F	no	01/2016	May 19, 2016	Nov 26, 2024
INT2OWN, LLC	Owner	C	no	01/2016	May 19, 2016	Nov 26, 2024
LUKAN ENTERPRISES, LLC	Owner	C	no	01/2016	May 19, 2016	Nov 26, 2024
WARNING, ANDREW, S	CHIEF COMPLIANCE OFFICER	Na	no	10/2020	Mar 26, 2021	Nov 26, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 4, 2026	$744M	$744M	19	12	1	n/a	n/a
2024	Mar 28, 2025	$634M	$631M	18	12	1	n/a	n/a
2023	Mar 27, 2024	$547M	$547M	19	12	2	n/a	n/a
2022	Mar 23, 2023	$451M	$451M	18	11	2	n/a	n/a
2021	Mar 30, 2022	$551M	$551M	19	17	1	n/a	n/a
2020	Mar 26, 2021	$448M	$448M	19	17	3	n/a	n/a
2019	Mar 17, 2020	$406M	$401M	20	10	0	n/a	n/a
2018	Mar 20, 2019	$669M	$323M	20	10	0	n/a	n/a
2017	Mar 20, 2018	$635M	$248M	19	9	0	n/a	n/a
2016	Mar 7, 2017	$538M	$197M	20	10	n/a	n/a	n/a
2015	Mar 28, 2016	$497M	$167M	17	7	n/a	n/a	n/a
2014	Mar 30, 2015	$501M	$0	10	8	n/a	n/a	n/a
2013	Mar 31, 2014	$489M	$0	9	6	n/a	n/a	n/a
2012	Mar 22, 2013	$420M	$0	9	8	n/a	n/a	n/a
2011	Mar 28, 2012	$368M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$744M	$634M	17.3%	$451M	18.1%	19	18	1	1

Relationships

Registered with (11)

← Cameron UttleyAdvisorregistration: current employment
Aug 22, 2023 to presentfactForm ADV
← Kimberly E WirtzAdvisorregistration: current employment
Nov 17, 2022 to presentfactForm ADV
← Spencer Charles HagarAdvisorregistration: current employment
Jun 17, 2020 to presentfactForm ADV
← Robert Aaron Cole HammackAdvisorregistration: current employment
Apr 19, 2018 to presentfactForm ADV
← ANTHONY WILLIAM PAYNEAdvisorregistration: current employment
May 3, 2016 to presentfactForm ADV
← Tyler V CookAdvisorregistration: current employment
Apr 27, 2016 to presentfactForm ADV
← Craig A ConstantinovichAdvisorregistration: current employment
Apr 27, 2016 to presentfactForm ADV
← Stephen A LukanAdvisorregistration: current employment
Apr 27, 2016 to presentfactForm ADV
← Matthew Michael BrandeburgAdvisorregistration: previous registration
Jul 21, 2016 to Nov 22, 2022factForm ADV
← TAD ALAN HERRINGTONAdvisorregistration: previous registration
Jun 29, 2016 to Jun 1, 2021factForm ADV
← MARK STEVEN COFFEYAdvisorregistration: previous registration
Mar 16, 2001 to Mar 26, 2012factForm ADV

Owns (5)

← WARNING, ANDREW, SOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 26, 2021 to Nov 26, 2024factForm ADV
← CONSTANTINOVICH, LLCOwnerOWNER, ownership code F, domestic entity
May 19, 2016 to Nov 26, 2024factForm ADV
← HILDE, LLCOwnerOWNER, ownership code F, domestic entity
May 19, 2016 to Nov 26, 2024factForm ADV
← INT2OWN, LLCOwnerOWNER, ownership code C, domestic entity
May 19, 2016 to Nov 26, 2024factForm ADV
← LUKAN ENTERPRISES, LLCOwnerOWNER, ownership code C, domestic entity
May 19, 2016 to Nov 26, 2024factForm ADV

Controls (5)

← Cook, Tyler, VOwnerOWNER, ownership code F, individual
May 19, 2016 to Nov 26, 2024factForm ADV
← Constantinovich, Craig, AOwnerOWNER, ownership code F, individual
May 19, 2016 to Nov 26, 2024factForm ADV
← Lukan, Stephen, AOwnerOWNER, ownership code F, individual
May 19, 2016 to Nov 26, 2024factForm ADV
← PAYNE, ANTHONY, WILLIAMOwnerOWNER, ownership code F, individual
May 19, 2016 to Nov 26, 2024factForm ADV
← MTBW, LLCOwnerOWNER, ownership code E, domestic entity
Jul 27, 2016 to Nov 26, 2024factForm ADV

Dated events

Occurred
Nov 22, 2022
Advisor changed firm
Matthew Michael Brandeburg left John E. Sestina And Company for Meridian Wealth Management, Llc (registered 2022-11-23)
Form ADVobserved 6 days ago
Occurred
Nov 2, 2020
Control person left
C Carl Buckner (Owner) no longer on Schedule A of John E. Sestina And Company (listed 2020-10-26, absent 2020-11-02)
Form ADVobserved 6 days ago
Occurred
Sep 11, 2019
Regulatory AUM changed
John E. Sestina And Company reported RAUM $356.8M, down 47% from $668.8M (2019-03-20 to 2019-09-11)
Form ADVobserved 6 days ago
$-312M
Occurred
Sep 11, 2019
Control person left
Glendenin Kathryn Goodrich (Chief Compliance Officer) no longer on Schedule A of John E. Sestina And Company (listed 2019-03-20, absent 2019-09-11)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4765e94f-b49a-853d-561b-22c5507a8d3f
First observed: Mar 28, 2012
Last observed: Mar 4, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JOHN E. SESTINA AND COMPANY

CRD 108634

COLUMBUS, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4765e94f-b49a-853d-561b-22c5507a8d3f

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:53 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Tyler V Cook

Certified Financial Planner

COLUMBUS, OH

n/a

Craig A Constantinovich

Certified Financial Planner

COLUMBUS, OH

n/a

Stephen A Lukan

Certified Financial Planner

COLUMBUS, OH

n/a

ANTHONY WILLIAM PAYNE

Certified Financial Planner

COLUMBUS, OH

n/a

Robert Aaron Cole Hammack

Certified Financial Planner

COLUMBUS, OH

n/a

Spencer Charles Hagar

Certified Financial Planner

COLUMBUS, OH

n/a

Kimberly E Wirtz

Certified Financial Planner

Strongsville, OH | COLUMBUS, OH

n/a

Cameron Uttley

Certified Financial Planner

Columbus, OH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Constantinovich, Craig, A

Owner

yes

10/2015

May 19, 2016

Nov 26, 2024

Cook, Tyler, V

Owner

yes

10/2015

May 19, 2016

Nov 26, 2024

Cook, Tyler, V

MANAGING PARTNER

yes

10/2015

May 19, 2016

Nov 26, 2024

Lukan, Stephen, A

Owner

yes

11/2003

May 19, 2016

Nov 26, 2024

Lukan, Stephen, A

MANAGING PARTNER

yes

11/2003

May 19, 2016

Nov 26, 2024

MTBW, LLC

Owner

yes

01/2016

Jul 27, 2016

Nov 26, 2024

PAYNE, ANTHONY, WILLIAM

Owner

yes

12/2015

May 19, 2016

Nov 26, 2024

CONSTANTINOVICH, LLC

Owner

01/2016

May 19, 2016

Nov 26, 2024

HILDE, LLC

Owner

01/2016

May 19, 2016

Nov 26, 2024

INT2OWN, LLC

Owner

01/2016

May 19, 2016

Nov 26, 2024

LUKAN ENTERPRISES, LLC

Owner

01/2016

May 19, 2016

Nov 26, 2024

WARNING, ANDREW, S

CHIEF COMPLIANCE OFFICER

10/2020

Mar 26, 2021

Nov 26, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 4, 2026

$744M

n/a

2024

Mar 28, 2025

$634M

$631M

n/a

2023

Mar 27, 2024

$547M

n/a

2022

Mar 23, 2023

$451M

n/a

2021

Mar 30, 2022

$551M

n/a

2020

Mar 26, 2021

$448M

n/a

2019

Mar 17, 2020

$406M

$401M

n/a

2018

Mar 20, 2019

$669M

$323M

n/a

2017

Mar 20, 2018

$635M

$248M

n/a

2016

Mar 7, 2017

$538M

$197M

n/a

2015

Mar 28, 2016

$497M

$167M

n/a

2014

Mar 30, 2015

$501M

n/a

2013

Mar 31, 2014

$489M

n/a

2012

Mar 22, 2013

$420M

n/a

2011

Mar 28, 2012

$368M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$744M

$634M

17.3%

$451M

18.1%