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SAGE ADVISORY SERVICES LTD CO
CRD 106236File 801-52937
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 12,206 | 14,363 | increased by2,157 |
| Apr 1, 2026 | AUM | $24,975,056,606 | $28,427,771,682 | increased by$3,452,715,076 |
| Apr 1, 2026 | Accounts | 12,206 | 14,363 | increased by2,157 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 52 | 58 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,850 | 12,206 | increased by8,356 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $15,091,535,736 | $24,975,056,606 | increased by$9,883,520,870 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,850 | 12,206 | increased by8,356 |
| Apr 1, 2022 | Employees | 54 | 52 | decreased by2 |
| Apr 1, 2022 | Clients | 3,624 | 3,850 | increased by226 |
| Apr 1, 2022 | AUM | $13,760,756,018 | $15,091,535,736 | increased by$1,330,779,718 |
| Apr 1, 2022 | Accounts | 3,624 | 3,850 | increased by226 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SAGE ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SAGE ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
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.