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SAGE CAPITAL ADVISORS, LLC
CRD 136577 · SEC 801-64637
122 S. PHILLIPS AVENUE, SUITE 260, SIOUX FALLS, SD, 57104, United States
Phone
844-279-7243
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$629.8M
Discretionary AUM
$557.4M
Team
8 total employees; 7 advisory reps; 3 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2025-09-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 137 | $32.8M |
| High net worth individuals | 84 | $188.6M |
| Pension/profit sharing plans | 3 | $72.4M |
| Charitable organizations | 1 | $905K |
| Corporations/business entities | 12 | $335.1M |
States served
AZ, CA, LA, MD, MN, NE, TX, NH, SD
All web addresses on file
- https://www.linkedin.com/in/tdyer/
- HTTP://WWW.SAGE-CAP.COM
- https://www.bayouadvisors.com/
- https://www.dyerwealthmanagement.com
- https://www.facebook.com/DyerWM/
- https://www.facebook.com/Sage-Capital-Advisors-102752004998132
- https://www.linkedin.com/company/sage-capital-advisors-llc/
- https://www.linkedin.com/company/dyer-wealth-management
- https://www.youtube.com/channel/UCHS6DAltb1s7j4OhpTs4_ag
- https://sage-cap.lpages.co/btn/?inf_contact_key=5cd8583a28c8840c2b396fdc148a4856
- https://twitter.com/dyerwealth
- https://www.linkedin.com/in/matt-johnson-cfa-b2a8b96/
- https://www.linkedin.com/in/andy-nugent-cfa/
- https://www.linkedin.com/in/diana-blair-sage/
- https://linktr.ee/dyer.cat
- https://retirementpowerplay.buzzsprout.com/
- https://www.linkedin.com/in/dustin-holt-930b217b/
- https://www.linkedin.com/in/cassidylawver/
Official SEC filing: View on IAPD