SAGE ADVISORY SERVICES LTD CO
SEC RegisteredAbout the firm
Sage Advisory is a 100% employee-controlled investment advisory firm with $31 billion in assets under management and 30 years of excellence. The firm offers a range of fixed income and multi-asset investment strategies designed to meet specific investment objectives and risk profiles.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Core Bond Strategies, Short Term Solutions, Income Focused Strategies, Liability-Driven Investing (LDI), Tax-Efficient Investing via Municipal Bond Strategies, and Faith-Based Investing.
Who they serve
Taxable investors, income-focused investors, liability-oriented investors such as pension funds and insurers, faith-based investors, and short-term investors.
| 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
Office locations
Advisors at this firm
42 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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.