SAGE CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2005

Total AUM

$630M

Discretionary

$557M

89% of AUM

Avg account

$1.2M

Accounts

522

Employees

Advisory reps

Firm details

Headquarters: SIOUX FALLS, South Dakota
CRD number: 136577
Registered since: August 22, 2005
Website: www.sage-cap.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Corporations / Businesses53.2%
HNWI29.95%
Pension & Profit Sharing Plans11.49%
Individuals5.21%
Charitable Organizations0.14%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Sage Capital Advisors, LLC is an independent RIA that has operated since 2005 and positions itself as a capital allocator for both individuals/families and institutional clients. The firm leans toward equity-centric strategies, using separately managed accounts that favor exchange-traded equities and ETFs. Its advisory offering combines traditional portfolio management with financial planning, pension consulting and selection-of-other-advisers services, and the firm also publishes client communications and runs educational seminars and workshops. Fee arrangements include a percentage-of-AUM model alongside hourly billing for certain engagements, and the firm reports not being an active ESG investor. As a hybrid adviser in practice, Sage Capital actively constructs portfolios for individuals, small businesses and institutions and will allocate to external managers when seeking exposure to alternatives or specialized strategies.