Sage Advisory Services Ltd Co

Registered investment adviser · Austin, TX · CRD #106236

Form ADV data as of 2026-09-01

Regulatory assets

$28.43 billion

Total accounts

14,363

Employees

Disclosure events

Firm details

Website: http://www.sageadvisory.com
Telephone: 512-327-5530
SEC file number: 801-52937
Most recent Form ADV filing: 2026-03-30
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$28.29 billion
Non-discretionary regulatory assets under management	$142.3 million
Total regulatory assets under management	$28.43 billion
Discretionary accounts	14,355
Non-discretionary accounts	8
Total accounts	14,363
Regulatory assets under management attributable to non-U.S. persons	$588.6 million

People

Total employees (excluding clerical)	58
Employees performing investment advisory functions (including research)	37
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	40
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting servicesOther

Other business activities

Commodity pool operator or commodity trading advisor

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	11,158	$3.31 billion
High net worth individuals	1,283	$4.32 billion
Investment companies	2	$178.7 million
Pooled investment vehicles (other than investment companies and BDCs)	7	$157.3 million
Pension and profit sharing plans (not the participants or government plans)	238	$7.29 billion
Charitable organizations	299	$3.90 billion
State or municipal government entities (including government pension plans)	51	$1.73 billion
Insurance companies	106	$2.80 billion
Corporations or other businesses not listed above	1,219	$4.75 billion