← Directory
SAGE CAPITAL ADVISORS, LLC
CRD 136577File 801-64637
APPROVED
Retail clients
Custody
Filing as of Sep 29, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$629.8M
Above cohort median (national)
Discretionary AUM
$557.4M
Non-discretionary $72.4M
Clients
237
522 accounts
Employees
8
Above cohort median in SD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Aug 22, 2005
- Principal office
- 122 S. PHILLIPS AVENUE, SUITE 260, SIOUX FALLS, SD, 57104
- Phone
- 844-279-7243
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $629.8M
- Discretionary AUM
- $557.4M
- Non-discretionary AUM
- $72.4M
- Discretionary accounts
- 519
- Non-discretionary accounts
- 3
- Total accounts
- 522
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $335.1M |
| Charitable organizations | Fewer than 5 | $905K |
| High net worth individuals | 84 | $188.6M |
| Pension and profit sharing plans | Fewer than 5 | $72.4M |
| Individuals (other than high net worth individuals) | 137 | $32.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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.