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
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.
Latest 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%)
* 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.