Wealth Manager
    SEC Registered
    Manages Private Funds

    Sage Capital Advisors, LLC

    Registered investment advisor · Sioux Falls, South Dakota · CRD #136577

    Assets Under Management
    $630M
    Client Accounts
    522
    Employees
    8
    CRD Number
    136577
    Registration
    SEC Registered

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

    About Sage Capital Advisors, LLC

    Sage Capital Advisors, LLC, founded in 2005, offers investment and wealth management services with a focus on commercial real estate. The firm is committed to integrity, due diligence, transparency, and client-first principles. It manages over $300 million in client assets.

    Fee Structure

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

    Contacts, 13F holdings & brochure intel for Sage Capital Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Sage Capital Advisors, LLC's AUM?

    Sage Capital Advisors, LLC reports approximately $630M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Sage Capital Advisors, LLC headquartered?

    Sage Capital Advisors, LLC is headquartered in Sioux Falls, South Dakota.

    What is Sage Capital Advisors, LLC's CRD number?

    Sage Capital Advisors, LLC's CRD number is 136577. 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 Capital Advisors, LLC manage?

    Sage Capital Advisors, LLC manages approximately 522 client accounts according to its latest SEC filing.

    Is Sage Capital Advisors, LLC SEC registered?

    Yes, Sage Capital Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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