Sage Financial Advisors Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated March 24, 2026, reports $270M in regulatory assets under management, 7 employees, 1 office, and 348 accounts.
Assets Under Management
$270M
Employees
7
Offices
1 office
Total Clients
115
Primary office
SCOTTSDALE, AZ
8980 E. RAINTREE DRIVE, SUITE 120, SCOTTSDALE, AZ, United States
Top client segmentHNWI represent 68.7% of total clients.
Top client categories% of clientsClients
1
HNWI
68.7%
79
2
Individuals
31.3%
36
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$270Mas of March 24, 2026
Discretionary100.0%
$270M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$270M
Total Accounts348
10Y AUM Change+$151M (+126.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee16:1
10Y Employee Change+2 (+40.0%)
* 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.