Sage Capital Advisors, LLC

RIASEC Registered

Total AUM

$673M

Discretionary

$590M

88% of AUM

Avg account

$1.2M

Accounts

560

Employees

Advisory reps

Firm details

Headquarters: Sioux Falls, South Dakota
CRD number: 136577
Registered since: August 22, 2005
Website: www.sage-cap.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: Corporations / Businesses42.81%
HNWI38.91%
Pension & Profit Sharing Plans12.57%
Individuals5.55%
Charitable Organizations0.15%
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, SEC-registered investment adviser (registered in 2005) that serves both individual/family and institutional clients. The firm operates as a limited liability company and describes itself as a capital allocator that combines portfolio management with financial planning and educational services. Advisory capabilities include financial planning, discretionary and non-discretionary portfolio management for individuals and businesses, selection of other advisers, publication of newsletters, and running seminars or workshops. Fee arrangements include both a percentage-of-AUM model and hourly charges. Sage leans toward equity-oriented management and does not identify as an active ESG investor. It maintains an affiliation with an insurance company and allocates to third-party managers for alternative strategies, signaling a hybrid approach that blends internally managed public market exposures with external alternative commitments.