Sage Advisory Services Ltd Co

RIASEC Registered

Total AUM

$28.4B

Discretionary

$28.3B

99% of AUM

Avg account

$2M

Accounts

14,363

Employees

Advisory reps

Firm details

Headquarters: Austin, Texas
CRD number: 106236
Registered since: September 24, 1996
Website: www.sageadvisory.com
Custodians: MORGAN STANLEY & CO. LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans25.65%
Corporations / Businesses16.7%
HNWI15.19%
Charitable Organizations13.72%
Individuals11.63%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Sage Advisory Services Ltd Co. is a limited liability company that provides fee-based portfolio management to individuals, families and institutional clients. The firm is registered with the SEC (initial registration year: 1996). Its revenue model combines percentage-of-AUM fees with fixed-fee arrangements. Sage lists involvement in commodity pool/commodity trading activities (CPO/CTA) and offers portfolio management across client types — individuals and small businesses, investment companies, pooled investment vehicles, and businesses or institutions — as well as pension consulting services. Ownership is reported as a mix of a domestic entity and an individual. The firm identifies itself as an active ESG investor.