|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Sage Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 136577 |
| SEC # | 801-64637 |
| CIK # | 0001714107 |
| AUM | $581.5 M (2025-06-10) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 844-279-7243 |
| Address | 122 S Phillips Avenue, Suite 260 Sioux Falls, SD 57104 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 30.3 | ||
| Nvidia Corp | 23.3 | ||
| Microsoft Corp | 21.8 | ||
| Amazon Com Inc | 16.3 | ||
| Alphabet Inc | 12.6 | ||
| Costco Wholesale Corp /NEW | 9.7 | ||
| Palantir Technologies Inc | 8.9 | ||
| PepsiCo Inc | 8.3 | ||
| Fedex Corp | 7.9 | ||
| United Parcel Service Inc | 7.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 132 | 26.8 |
| (b) Individuals (high net worth individuals) | 84 | 179.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 66.0 |
| (h) Charitable organizations | 1 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 308.0 |
| (n) Other | 0 | 0.0 |
| Total | 504 | 581.5 |
| By Discretionary | ||
| Discretionary | 499 | 581.1 |
| Non-Discretionary | 5 | 0.3 |
| Total | 504 | 581.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.4 | |
| United States Persons | 579.0 | |
| Total | 504 | 581.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001714107] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Centurion Wealth Management LLC
✚
|
VA | 0.6 |
|
Harvest Financial Advisors LLC
✚
|
OH | 0.6 |
|
RDA Financial Network Inc
✚
|
IA | 0.6 |
|
BMSS Wesson Wealth Solutions LLC
✚
|
AL | 0.6 |
|
New Harbor Financial Group LLC
✚
|
MA | 0.6 |
|
ABG Consultants LLC
✚
|
UT | 0.6 |
|
TRU Independence Asset Management LLC
✚
|
OR | 0.6 |
|
The Jentner Corporation
✚
|
OH | 0.6 |
|
Hapanowicz & Associates Financial Services Inc
✚
|
PA | 0.6 |
|
The Retirement Solution LLC
✚
|
WA | 0.6 |