SAGE HILL CAPITAL

RIASEC RegisteredEst. 2010
Total AUM
$214M
Discretionary
$214M
100% of AUM
Avg account
$649K
Accounts
330
Employees
2
Advisory reps
2

Firm details

Headquarters
ANN ARBOR, Michigan
CRD number
155016
Registered since
September 24, 2010
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI90.62%
  • Individuals9.38%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 66%, Exchange Traded Equities 32%, Cash & Cash Equivalents 2%, US Government Bonds 1%66%
  • Public Funds/Mutual Funds66%
  • Exchange Traded Equities32%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%

Contacts

2 of 2
  • FREDERICK FRAGNER

    PrincipalCRD 5544399

  • DAVID ROBERTS

    Investment AdvisorCRD 4678268

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth