Dustin
Holt

Sage Capital Advisors, LLC

CRD#6490120
Investment Advisor
in La Jolla, CA

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About this Advisor

Dustin Holt is a financial advisor working out of La Jolla, California who has 3 years of industry experience. Holt is currently employed by Sage Capital Advisors, LLC. During their career, the advisor has held roles at Trilogy Financial Services, Countywide Wholesale, Asset Strategies & Management, National Planing Corporation, Trilogy Capital, Inc, Lpl Financial LLC and Sage Capital Advisors, LLC. Holt has a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in California. Sage Capital Advisors, LLC is a registered investment firm operating out of Sioux Falls, SD. It has offices in three locations and a total of eight employees. It has $360 million in assets across its 436 accounts, placing it among the bigger firms in the nation by assets under management. Of its 436 customer accounts, 36% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm has a number of services, including 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. Fees charged by financial advisors typically are based on the type of services provided. However, fee types billed by Sage Capital Advisors, LLC likely include some combination of asset-based and hourly fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

5672 La Jolla Blvd.
La Jolla, CA 92037

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Sage Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$359,771,865

CA Average: $198,545,545
Total Number of Employees

8

CA Average: 4
Total Number of Accounts

436

CA Average: 691
Average Account Size

$825,165

CA Average: $287,331

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Dustin Holt Work History

Dustin has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Sage Capital Advisors, LLC

2017 - 2020 (3 years)

Trilogy Capital, Inc

2017 - 2020 (3 years)

Lpl Financial LLC

2016 - 2017 (1 year)

National Planing Corporation

2015 - 2020 (5 years)

Trilogy Financial Services

2012 - 2015 (3 years)

Countywide Wholesale

2011 - 2014 (3 years)

Asset Strategies & Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Dustin Holt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sage Capital Advisors, LLC

Jeffrey Malone
Sioux Falls, SD
Travis Verdin
Sioux Falls, SD
J Dyer
Sioux Falls, SD
Andrew Nugent
Sioux Falls, SD
Dustin Holt
La Jolla, CA
Carl Rustin
Sioux Falls, SD
Diana Blair
Tomball, TX
Matthew Johnson
Sioux Falls, SD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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