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SAGE ADVISORY SERVICES LTD CO

Advisory

N·AUSTIN, TX

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$28.4B
1-Year AUM Growth
+10.1%
3-Year CAGR
+18.2%
Employees
37
Assets Under Management
Total AUM$28.4B
Discretionary AUM$28.3B
Non-Discretionary AUM$142M
Discretionary %99.5%
Total Clients12,206
Team
Total Employees37
Investment Advisers58
Employee Growth (1Y)-5.4%
Filing History
Total Filings on Record38
First FilingFeb 27, 2001
Latest FilingMar 30, 2026
🔒 Full AUM trend chart and 38 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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