Wealth Manager
    SEC Registered

    Sage Advisory Services Ltd Co

    Registered investment advisor · Austin, Texas · CRD #106236

    Assets Under Management
    $28.4B
    Client Accounts
    14,363
    Employees
    58
    CRD Number
    106236
    Registration
    SEC Registered
    Custodian
    Morgan Stanley Smith Barney Llc, Northern Trust Securities, Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Sage Advisory Services Ltd Co

    Sage Advisory Services, Ltd. Co. is an employee-owned investment advisory firm based in Austin, Texas, founded in 1996. The firm specializes in investment management for both institutional and private clients, utilizing tested strategies across fixed income, ETFs, and liability-driven solutions. Sage emphasizes a disciplined investment process that combines fundamental economic analysis with quantitative techniques to achieve clients' goals related to safety, liquidity, income, and risk control.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Sage Advisory Services Ltd Co's AUM?

    Sage Advisory Services Ltd Co reports approximately $28.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Sage Advisory Services Ltd Co headquartered?

    Sage Advisory Services Ltd Co is headquartered in Austin, Texas.

    What is Sage Advisory Services Ltd Co's CRD number?

    Sage Advisory Services Ltd Co's CRD number is 106236. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Sage Advisory Services Ltd Co manage?

    Sage Advisory Services Ltd Co manages approximately 14,363 client accounts according to its latest SEC filing.

    Is Sage Advisory Services Ltd Co SEC registered?

    Yes, Sage Advisory Services Ltd Co is registered with the SEC as an investment adviser with an approved registration status.

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