John E. Sestina And Company
- Regulatory AUM
- $744M
- Discretionary
- $744M
- Clients
- 808
- Avg AUM / client
- $921K
- Accounts
- 12,193
- Employees
- 19
AUM over time
Annual snapshots from Form ADV filings · as of Mar 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 629 | $221M | 29.7% |
| High net worth individuals | 179 | $523M | 70.3% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stephen A Lukan | Owner | CFP | Nov 2003 (23y) | Less than 5% |
| Craig A Constantinovich | Owner | CFP | Oct 2015 (11y) | GP / trustee / elected manager of Constantinovich, Llc (indirect) |
| Tyler V Cook | Owner | CFP | Oct 2015 (11y) | Less than 5% |
| Anthony William Payne | Owner | CFP | Dec 2015 (11y) | GP / trustee / elected manager of Hilde, Llc (indirect) |
| Warning, Andrew, S | Chief Compliance Officer | Oct 2020 (6y) | Less than 5% | |
| Robert Aaron Cole Hammack | Registered representative | CFP | Apr 2018 (8y) | |
| Spencer Charles Hagar | Registered representative | CFP | Jun 2020 (6y) | |
| Kimberly E Wirtz | Registered representative | CFP | Nov 2022 (4y) | |
| Cameron Uttley | Registered representative | CFP | Aug 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mtbw, Llc | Owner | Jan 2016 | A | 75% or more |
| Lukan Enterprises, Llc | Owner | Jan 2016 | B | ≈ 18.75% – 50% via Mtbw, Llc |
| Int2 Own, Llc | Owner | Jan 2016 | B | ≈ 18.75% – 50% via Mtbw, Llc |
| Hilde, Llc | Owner | Jan 2016 | B | GP / trustee / elected manager of Mtbw, Llc (indirect) |
| Constantinovich, Llc | Owner | Jan 2016 | B | GP / trustee / elected manager of Mtbw, Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Lukan Enterprises, Llc: 25% – 50% of Mtbw, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Int2 Own, Llc: 25% – 50% of Mtbw, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/04/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $744M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 04, 2026.
View current Form ADV (SEC/IAPD) ↗