⌕
Firm profile

Sage Advisory Services Ltd. Co.

AUSTIN, TXCRD 106236Latest ADV March 30, 2026

Sage Advisory Services Ltd Co is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 30, 2026, reports $28.4B in regulatory assets under management, 58 employees, and 14,363 accounts.

Assets Under Management
$28.4B
Employees
58
Offices
--
Total Clients
14,363
Primary office
AUSTIN, TX
5900 SOUTHWEST PARKWAY, BUILDING 1, SUITE 100, AUSTIN, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CCOWade T. Uloth
CFOJohn R. Slais
CIORobert G. Smith

Advisory services offered

6 types reported
Other advisory services
Pension consulting services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 77.7% of total clients.
Top client categories% of clientsClients
1
Individuals
77.7%
11,158
2
HNWI
8.9%
1,283
3
Corporations
8.5%
1,219
4
Charitable
2.1%
299
5
Pension Plans
1.7%
238
Additional categories (<0.1%)
Pooled Investment Vehicles7 clients
Investment Cos.<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$28.4Bas of March 30, 2026
Discretionary99.5%
$28.3B
99% of total RAUM99.5%
Non-discretionary0.5%
$142M
1% of total RAUM0.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$28.4B
Total Accounts14,363
10Y AUM Change+$18.2B (+179.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees58
Clients per Employee248:1
10Y Employee Change+8 (+16.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.