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⚲
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| Sage Financial Advisors Inc
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|
|---|---|
| CRD # | 116933 |
| SEC # | 801-60717 |
| CIK # | 0002032121 |
| AUM | $270.3 M (2026-03-24) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 480-305-8060 |
| Address | 8980 E Raintree Drive Scottsdale, AZ 85260 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Owl Rock Capital Corp | 25.6 | ||
| Lilly Eli & Co | 20.8 | ||
| Ares Capital Corp | 19.3 | ||
| Broadstone Net Lease Inc | 15.0 | ||
| Annaly Capital Management Inc | 7.2 | ||
| Apple Inc | 7.1 | ||
| Amazon Com Inc | 6.7 | ||
| Altria Group Inc | 4.2 | ||
| Nvidia Corp | 3.8 | ||
| Enbridge Inc | 3.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 16.6 |
| (b) Individuals (high net worth individuals) | 79 | 248.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.8 |
| (h) Charitable organizations | 0 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 348 | 270.3 |
| By Discretionary | ||
| Discretionary | 348 | 270.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 348 | 270.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 270.3 | |
| Total | 348 | 270.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002032121] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
James River Asset Management LLC
✚
|
VA | 0.3 |
|
Legacy Capital Wealth Management LLC
✚
|
TX | 0.3 |
|
Retirement Strategies Ltd
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|
OH | 0.3 |
|
Parker Financial LLC
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|
WA | 0.3 |
|
Invest Capital Partners Co
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|
OH | 0.3 |
|
Tailored Wealth Solutions LLC
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|
NY | 0.3 |
|
Rahlfs Capital LLC
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|
0.3 | |
|
Parsonex Advisory Services Inc
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|
CO | 0.3 |
|
Barr Financial Services LLC
✚
|
FL | 0.3 |
|
Live Oak Investment Partners LLC
✚
|
TX | 0.3 |