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| Keyboard |
| Sage Advisory Services Ltd Co
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|
|---|---|
| CRD # | 106236 |
| SEC # | 801-52937 |
| CIK # | 0001534378 |
| AUM | 28.43 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $8.7B |
| Clients | 15 (2 non-US) |
| Serves | Institutional, Retail |
| LEI | 549300SKL8ZTWD7IT150 |
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|---|---|---|
|
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IL | 30.59 B |
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PNC Wealth Management
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Davis Selected Advisers LP
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AZ | 30.12 B |
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Valic Financial Advisors Inc
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TX | 29.22 B |
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Ameritas Investment Partners Inc
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NE | 29.01 B |
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Atlanta Capital Management Company LLC
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GA | 28.64 B |
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Asset Allocation & Management Company LLC
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IL | 27.49 B |
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SmartX Advisory Solutions LLC
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|
Brown Advisory Ltd
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26.58 B | |
|
Invesco Hong Kong Limited
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26.20 B |