SA
SAGE ADVISORY SERVICES LTD CO
SEC RegisteredAUSTIN, TXhttps://sageadvisory.com512-327-5530
Assets Under Management
$25B+
Employees
58
Office Locations
1 office
Total Accounts
14363
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable Organizations
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 11,158 | $3.3B |
| High Net Worth Individuals | 1,283 | $4.3B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 7 | $157M |
| Charitable Organizations | 238 | $7.3B |
| State/Municipal Entities | 299 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 106 | — |
| Corporations | 0 | $0 |
15 total clients reported on Form ADV.
Leadership
Robert G Smith
PRESIDENT AND CHIEF INVESTMENT OFFICER
Mark Cordes Macqueen
EXECUTIVE VICE PRESIDENT
Jr. Robert Charles Peck
VICE PRESIDENT
Sean Conan Krasan
VICE PRESIDENT
Gregory Joseph Figaro
VICE PRESIDENT
Thomas Hideo Urano
VICE PRESIDENT
Robert Donald Williams
VICE PRESIDENT
Jeffery Scott Timlin
VICE PRESIDENT
John Robert Slais
CFO, CCO
Office locations
1 office in 1 state
TX
AUSTINHQ
Advisors at this firm
38 advisors in the directory
Jacob T Adams
Investment Adviser Representative
Brett Adelglass
Investment Adviser Representative
Jamisen Michael Allen
Investment Adviser Representative
Lily Ann Atilano
Investment Adviser Representative
Curtis David Baker
Investment Adviser Representative
Nicholas Barnard
Investment Adviser Representative
Alex Bender
Investment Adviser Representative
Douglas Andrew Benning
Investment Adviser Representative
Arthur Leon Cherches
Investment Adviser Representative
Matthew Lawrence Cleavenger
Investment Adviser Representative
Gregory Hamilton Cobb
Investment Adviser Representative
Andrew Kemett Demand
Investment Adviser Representative
Nicholas Chris Erickson
Investment Adviser Representative
Leonard Dustin Finley
Investment Adviser Representative
Emma Lacey Harper
Investment Adviser Representative
Allison Claire Hartman
Investment Adviser Representative
Seth Bartlett Henry
Investment Adviser Representative
Bradley David Jacob
Investment Adviser Representative
Kari Allison Koehn
Investment Adviser Representative
Sean Conan Krasan
Investment Adviser Representative
Brian Christopher Larson
Investment Adviser Representative
David Luria
Investment Adviser Representative
Erica Galicia Mass
Investment Adviser Representative
Melania McCarley
Investment Adviser Representative
Andrew Sinclair Poreda
Investment Adviser Representative
Komson Silapachai
Investment Adviser Representative
Robert G Smith
Investment Adviser Representative
Zachary Thomas Sooter
Investment Adviser Representative
Aaron Spatz
Investment Adviser Representative
Amy Carole Swearingen
Investment Adviser Representative
Jeffery Scott Timlin
Investment Adviser Representative
Lily Tu
Investment Adviser Representative
Wade Thomas Uloth
Investment Adviser Representative
Thomas Hideo Urano
Investment Adviser Representative
Courtney Leigh Walker
Investment Adviser Representative
Michael David Walton
Investment Adviser Representative
Benjamin Cody Whipple
Investment Adviser Representative
Robert Donald Williams
Investment Adviser Representative
Regulatory & compliance
CRD number
#106236
SEC Number
801-52937
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
sageadvisory.comPhone
512-327-5530Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SAGE ADVISORY SERVICES LTD CO has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.