SAGE HILL CAPITAL
Firm details
- Headquarters
- ANN ARBOR, Michigan
- CRD number
- 155016
- Registered since
- September 24, 2010
- Website
- sagehillcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.62%
- Individuals9.38%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Sage Hill Capital is an independent registered investment adviser organized as an LLC and active since 2010. The firm is owner-operated and serves primarily individual and family clients, offering financial planning and portfolio management tailored to individuals and small businesses. Its compensation model is a percentage-of-assets-under-management fee. Sage Hill does not present itself as a multi-state adviser or a pension consultant, and it is not structured as a capital allocator; rather, it implements client exposure to third-party managers. The firm does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds66%
- Exchange Traded Equities32%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
2 of 2FREDERICK FRAGNER
PrincipalCRD 5544399
DAVID ROBERTS
Investment AdvisorCRD 4678268
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ANN ARBOR, MI
WASHTENAW
Location
ANN ARBOR, MI
Headquartered in ANN ARBOR, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- WASHTENAW
- Address
- 220 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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