SIOUX FALLS, SDCRD 136577Latest ADV September 29, 2025
Sage Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sioux Falls, SD. Its latest Form ADV filing, dated September 29, 2025, reports $630M in regulatory assets under management, 8 employees, 2 offices, and 522 accounts.
Assets Under Management
$630M
Employees
8
Offices
2 offices
Total Clients
237
Primary office
SIOUX FALLS, SD
122 S. PHILLIPS AVENUE, SUITE 260, SIOUX FALLS, SD, United States
Top client segmentIndividuals represent 57.8% of total clients.
Top client categories% of clientsClients
1
Individuals
57.8%
137
2
HNWI
35.4%
84
3
Corporations
5.1%
12
4
Pension Plans
1.3%
3
5
Charitable
0.4%
1
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$630Mas of September 29, 2025
Discretionary88.5%
$557M
89% of total RAUM88.5%
Non-discretionary11.5%
$72M
11% of total RAUM11.5%
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$630M
Total Accounts522
10Y AUM Change+$396M (+169.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee30:1
10Y Employee Change-1 (-11.1%)
* 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.