RIA Intel›Advisers›Louisiana›SAGE CAPITAL ADVISORS, LLC

SAGE CAPITAL ADVISORS, LLC

Advisory

LA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account

$186K

across 51 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$0

Non-Discretionary AUM$10M

Discretionary %0%

Total Clients51

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

51 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in LA

Closest by assets under management. All figures from Form ADV.

FENNER, PLAUCHE & WILLIAMS INVESTMENT MANAGEMENT CO., INC.

NEW ORLEANS, LA

$9M

GOODWOOD CAPITAL MANAGEMENT, LLC

BATON ROUGE, LA

$10M

COVINGTON INVESTMENT MANAGEMENT, LLC

NEW ORLEANS, LA

$9M

SOW ADVISORS LLC

YOUNGSVILLE, LA

$10M

TRUE FINANCIAL, LLC

$12M

MANNA WEALTH STRATEGIES, LLC

$12M

Get the full picture on SAGE CAPITAL ADVISORS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SAGE CAPITAL ADVISORS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans