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SAGE ADVISORY SERVICES LTD CO
CRD 106236File 801-52937
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$28.43B
Top 10% of cohort (national)
Discretionary AUM
$28.29B
Non-discretionary $142.3M
Clients
14,363
14,363 accounts
Employees
58
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Sep 24, 1996
- Principal office
- 5900 SOUTHWEST PARKWAY, BUILDING 1, SUITE 100, AUSTIN, TX, 78735-6202
- Phone
- 512-327-5530
- Website
- HTTP://WWW.SAGEADVISORY.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $28.43B
- Discretionary AUM
- $28.29B
- Non-discretionary AUM
- $142.3M
- Discretionary accounts
- 14,355
- Non-discretionary accounts
- 8
- Total accounts
- 14,363
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1,219 | $4.75B |
| Insurance companies | 106 | $2.80B |
| Investment companies | 2 | $178.7M |
| Charitable organizations | 299 | $3.90B |
| High net worth individuals | 1,283 | $4.32B |
| Pooled investment vehicles | 7 | $157.3M |
| Pension and profit sharing plans | 238 | $7.29B |
| State or municipal government entities | 51 | $1.73B |
| Individuals (other than high net worth individuals) | 11,158 | $3.31B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.