AdFi
SH

SAGE HILL CAPITAL

SEC Registered

Sitting on the same side of the table as the client

ANN ARBOR, MIhttps://sagehillcapital.com888-988-5623
Assets Under Management
$100M–$500M
Employees
2
Office Locations
1 office
Total Accounts
330

About the firm

Sage Hill Capital is an SEC-registered investment advisor based in Ann Arbor, Michigan. They are an independent boutique investment manager that serves in a fiduciary capacity, charging asset-based advisory fees and providing comprehensive investment advice and portfolio management services.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net Worth

Areas of expertise

FiduciaryFee-onlyPortfolio ManagementInvestment AdviceAsset AllocationIndependent BoutiqueWealth Management

Services

Comprehensive investment advice and portfolio management services, with custom portfolio design based on individual client needs and risk tolerance.

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)45$20M
High Net Worth Individuals34$194M

79 total clients reported on Form ADV.

Leadership

Frederick Christopher Fragner
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
David Lance Roberts
MANAGING MEMBER

Office locations

1 office in 1 state
MI
ANN ARBORHQ

Advisors at this firm

2 advisors in the directory

Regulatory & compliance

CRD number
#155016
SEC Number
801-71852
Disciplinary History
No
Fee Model & Minimums
Model: AUM

Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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 HILL CAPITAL 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
SAGE HILL CAPITAL in ANN ARBOR, MI | AdvisorFinder