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SAGE CAPITAL ADVISORS, LLC

122 S. Phillips Avenue, Suite 260
Sioux Falls, South Dakota 57104
Tel: 844-279-7243

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About SAGE CAPITAL ADVISORS, LLC

SAGE CAPITAL ADVISORS, LLC, formally registered with the SEC as SAGE CAPITAL ADVISORS, LLC. The firm was established in 08/22/2005. They have over 4 offices throughout the country.

SAGE CAPITAL ADVISORS, LLC is a Sioux Falls, South Dakota based Financial Planning firm with nearly $581,485,645 assets under management, offering retirement planning & investment advisory services to 504 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#136577
SEC#801-64637
Assets Managed by Firm$581,485,645
No. of Clients504
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total504$581,485,645
Individuals (other than high net worth individuals)132$26,793,063
High net worth individuals84$179,935,400
Pension and profit sharing plans3$66,015,582
Charitable organizations1$725,159
Corporations or other businesses10$308,016,441

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STANDARD FAMILY OFFICE, LLC
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ELGETHUN CAPITAL MANAGEMENT
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$786,613,9538028
HI-LINE CAPITAL MANAGEMENT, LLC
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$631,940,9454677
LAUER CAPITAL MANAGEMENT LTD
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Sioux Falls, SD, 57105
$306,200,760983

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