Sage Capital Advisors, LLC
RIAState Registered
Total AUM
$9.5M
Discretionary
$0
0% of AUM
Avg account
$186K
Accounts
51
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 156750
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Sage Capital Advisors, LLC is an independent, individual-owned registered investment adviser operating as an LLC that serves primarily individual and family clients. The firm charges fees as a percentage of assets under management and offers financial planning and portfolio management for individuals and small businesses. It reports not being an active ESG investor and is not set up as a multi-state adviser or a pension consultant. The firm does not position itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Cash & Cash Equivalents24%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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