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SAGE ADVISORY SERVICES LTD CO
CRD 106236 · SEC 801-52937
5900 SOUTHWEST PARKWAY, BUILDING 1, SUITE 100, AUSTIN, TX, 78735-6202, United States
Phone
512-327-5530
Fax
512-327-5702
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$28.43B
Discretionary AUM
$28.29B
Team
58 total employees; 37 advisory reps; 15 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingMODEL PROVISION STRATEGIES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11158 | $3.31B |
| High net worth individuals | 1283 | $4.32B |
| Investment companies | 2 | $178.7M |
| Pooled investment vehicles | 7 | $157.3M |
| Pension/profit sharing plans | 238 | $7.29B |
| Charitable organizations | 299 | $3.90B |
| State/municipal entities | 51 | $1.73B |
| Insurance companies | 106 | $2.80B |
| Corporations/business entities | 1219 | $4.75B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD