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| SageView Advisory Group LLC
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|---|---|
| CRD # | 126777 |
| SEC # | 801-64265 |
| CIK # | 0001914558 |
| AUM | 37.50 B (2026-03-31) |
| Employees | 195 (57% Investors, 0% Brokers) |
| Phone | 800-814-8742 |
| Address | 4000 MacArthur Blvd Newport Beach, CA 92660 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| Facebook Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 0.1 |
| (b) Individuals (high net worth individuals) | 95 | 0.5 |
| (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 | 668 | 35.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 19 | 1.3 |
| (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 | 9 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,301 | 37.5 |
| By Discretionary | ||
| Discretionary | 1,301 | 37.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,301 | 37.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 37.5 | |
| Total | 1,301 | 37.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001914558] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1,732 |
| Serves | Institutional, Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
SageView Advisory Group LLC
✚
|
CA | 37.50 B |
|
SageView Private Client Group LLC
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|
CA |
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|---|---|---|
|
Newedge Advisors LLC
✚
|
LA | 43.21 B |
|
Equitable Advisors LLC
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|
NY | 42.48 B |
|
Mawer Investment Management Ltd
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|
40.94 B | |
|
Prime Capital Investment Advisors LLC
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|
KS | 39.14 B |
|
Voya Investment Management LLC
✚
|
GA | 38.77 B |
|
TIAA-CREF Individual & Institutional Services LLC
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|
NY | 37.93 B |
|
Focus Partners Advisor Solutions LLC
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|
MO | 36.41 B |
|
Sanctuary Advisors LLC
✚
|
FL | 34.88 B |
|
Allworth Financial LP
✚
|
CA | 33.55 B |
|
Eagle Strategies LLC
✚
|
NY | 32.04 B |