SageView Advisory Group LLC

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Assets, Funds, Holdings

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SageView Advisory Group LLC
CRD #126777
SEC #801-64265
CIK #0001914558
AUM $202.6 BB (2024-08-14)
Employees 262 (50% Investors, 32% Brokers)
Phone800-814-8742
Address4000 MacArthur Blvd
Newport Beach, CA 92660
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($BB)
2502001501005002003201020172025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AAPL 2,382.8 0.0
MSFT 1,918.2 0.0
NVDA 399.6 0.0
AMZN 1,093.0 0.0
LLY 301.8 0.0
 
 
 
 
 
 
Holdings by Sector ($BB)
3.02.41.81.20.60.02021202220232025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 9,871 1.0
(b) Individuals (high net worth individuals) 900 2.3
(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 2,250 181.7
(h) Charitable organizations 4 0.0
(i) State or municipal government entities 130 17.4
(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 53 0.1
(n) Other 0 0.0
Total 34,543 202.6
By Discretionary
Discretionary 32,472 21.5
Non-Discretionary 2,071 181.0
Total 34,543 202.6
By Non-United States Persons
Non-United States Persons 0.5
United States Persons 202.0
Total 34,543 202.6
EDGAR Form CIK 2011 - 2024
13F-HR [0001914558]
Related Firms State AUM ($BB)
SageView Advisory Group LLC
CA 202.6
SageView Private Client Group LLC
CA 0.0
Comparable Firms State AUM ($BB)
Raymond James Financial Services Advisors Inc
FL 275.4
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CA 270.8
Voya Investment Management Co LLC
NY 241.8
First Trust Advisors LP
IL 210.9
Nissay Asset Management Corporation
206.7
RBC Capital Markets LLC
NY 201.3
Commonwealth Equity Services LLC
MA 177.0
Corient Private Wealth LLC
FL 118.2
Invesco Asset Management Ltd
107.4
Cetera Investment Advisers LLC
IL 104.5
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