Sage, Rutty & Co., Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Rochester, NY. Its latest Form ADV filing, dated March 24, 2026, reports $3.5B in regulatory assets under management, 36 employees, and 8,163 accounts.
Assets Under Management
$3.5B
Employees
36
Offices
--
Total Clients
8,613
Primary office
ROCHESTER, NY
100 CORPORATE WOODS, SUITE 300, ROCHESTER, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.0% of total clients.
Top client categories% of clientsClients
1
Individuals
80.0%
6,892
2
HNWI
15.0%
1,292
3
Corporations
3.5%
300
4
Charitable
1.5%
129
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.5Bas of March 24, 2026
Discretionary51.9%
$1.8B
52% of total RAUM51.9%
Non-discretionary48.1%
$1.7B
48% of total RAUM48.1%
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$3.5B
Total Accounts8,163
10Y AUM Change+$2.6B (+304.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees36
Clients per Employee239:1
10Y Employee Change+11 (+44.0%)
* 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.