|
⚲
|
| Sage Advisory Services Ltd Co
✚
|
|
|---|---|
| CRD # | 106236 |
| SEC # | 801-52937 |
| CIK # | 0001534378 |
| AUM | $28.4 B (2026-03-30) |
| Employees | 58 (64% Investors, 0% Brokers) |
| Phone | 512-327-5530 |
| Address | 5900 Southwest Parkway Austin, TX 78735-6202 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11,158 | 3.3 |
| (b) Individuals (high net worth individuals) | 1,283 | 4.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 0.2 |
| (g) Pension and profit sharing plans | 238 | 7.3 |
| (h) Charitable organizations | 299 | 3.9 |
| (i) State or municipal government entities | 51 | 1.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 106 | 2.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1,219 | 4.7 |
| (n) Other | 0 | 0.0 |
| Total | 14,363 | 28.4 |
| By Discretionary | ||
| Discretionary | 14,355 | 28.3 |
| Non-Discretionary | 8 | 0.1 |
| Total | 14,363 | 28.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 27.8 | |
| Total | 14,363 | 28.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001534378] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Prudent Man Advisors LLC
✚
|
IL | 30.6 |
|
PNC Wealth Management
✚
|
PA | 30.3 |
|
Davis Selected Advisers LP
✚
|
AZ | 30.1 |
|
Valic Financial Advisors Inc
✚
|
TX | 29.2 |
|
Ameritas Investment Partners Inc
✚
|
NE | 29.0 |
|
Atlanta Capital Management Company LLC
✚
|
GA | 28.6 |
|
Asset Allocation & Management Company LLC
✚
|
IL | 27.5 |
|
SmartX Advisory Solutions LLC
✚
|
FL | 27.0 |
|
Brown Advisory Ltd
✚
|
26.6 | |
|
Invesco Hong Kong Limited
✚
|
26.2 |