Sage Capital Advisors, LLC
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Overview
Sage Capital Advisors, LLC is located at 122 S. Phillips Avenue, Suite 260, Sioux Falls, SD. The firm employs 7 financial advisors to manage client portfolios and provide financial guidance. Sage Capital Advisors, LLC is not a registered broker-dealer.
Sage Capital Advisors, LLC oversees $556.1 million in assets under management across 465 accounts, of which 435 are discretionary and 30 are non-discretionary. Over the past year, the firm has provided financial planning services to between 1 and 10 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The firm caters to retail investors, high net worth investors, and corporations, with retail investors being the largest client type by accounts. The fee structure at Sage Capital Advisors, LLC includes asset-based and hourly fees. The firm has 77 high net worth clients.
Sage Capital Advisors, LLC is registered in the states of Arizona, California, Louisiana, Maryland, Minnesota, New Hampshire, South Dakota, and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sage Capital Advisors, LLC by the Numbers
$556.1 million
8
465
$1.2 million
Products and Services
Sage Capital Advisors, LLC offers a variety of financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. In the past fiscal year, Sage Capital Advisors, LLC provided 45301 of its accounts with financial planning services. The Firm does not sell products or offer services apart from investment advice to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees largely depend on the services offered. Fees billed by Sage Capital Advisors, LLC can consist of some combination of the following fee structures: asset-based or hourly.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to retail investors, high net worth investors, and corporations. Out of its 3 clients, Sage Capital Advisors, LLC's biggest client type by number of accounts is corporations, but it also serves 77 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of at least $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 37.2%
- Other Individuals - 57.49%
- Corporations - 5.31%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sage Capital Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Sage Capital Advisors, LLC
Sioux Falls, SD
Sioux Falls, SD
La Jolla, CA
Sioux Falls, SD
Sioux Falls, SD
Sioux Falls, SD
Sioux Falls, SD
Tomball, TX
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