Data / Investment advisers / Texas / Sage Advisory Services LTD Co
Sage Advisory Services LTD Co, Austin, TX: $28.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Sage Advisory Services LTD Co is an SEC registered investment adviser with its main office in Austin, Texas and reports $28.4 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include pension and profit sharing plans, corporations and other businesses and high net worth individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Sage Advisory Services LTD Co (CRD number 106236): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 106236
- SEC file number
- 801-52937
- SEC status
- Approved, effective September 24, 1996
- Main office
- 5900 Southwest Parkway Building 1, Suite 100, Austin, TX 78735
- Phone
- (512) 327-5530
- Website
- sageadvisory.com
- Regulatory AUM
- $28,427,771,682 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $28,285,477,903
- Non discretionary AUM
- $142,293,779
- Accounts
- 14,363
- Employees
- 58, of which 37 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 238 | $7.29 billion |
| Corporations or other businesses | 1,219 | $4.75 billion |
| High net worth individuals | 1,283 | $4.32 billion |
| Charitable organizations | 299 | $3.90 billion |
| Individuals (other than high net worth individuals) | 11,158 | $3.31 billion |
| Insurance companies | 106 | $2.80 billion |
| State or municipal government entities | 51 | $1.73 billion |
| Investment companies | 2 | $178.7 million |
| Pooled investment vehicles | 7 | $157.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $28.43 billion | March 30, 2026 |
| December 1, 2025 | $24.98 billion | March 28, 2025 |
Other advisers in Austin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Dimensional Fund Advisors LP | Austin | $1.02 trillion | 5 | adviserinfo.sec.gov |
| Kestra Advisory Services, LLC | Austin | $79.80 billion | Not listed | adviserinfo.sec.gov |
| Sali Fund Services | Austin | $45.99 billion | 240 | adviserinfo.sec.gov |
| The Palisades Group, LLC | Austin | $27.78 billion | 4 | adviserinfo.sec.gov |
| Precision Fiduciary Partners, LLC | Austin | $24.08 billion | Not listed | adviserinfo.sec.gov |
| Kestra Private Wealth Services, LLC | Austin | $13.45 billion | Not listed | adviserinfo.sec.gov |
| Eight Partners VC, LLC | Austin | $13.38 billion | 65 | adviserinfo.sec.gov |
| Oasis Capital Partners (Texas) Inc. | Austin | $12.40 billion | 10 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Austin, TX
- Investment advisers in Texas
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving corporations and other businesses
- Sage Advisory Services LTD Co on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.