Data / Investment advisers / South Dakota / Sage Capital Advisors, LLC
Sage Capital Advisors, LLC, Sioux Falls, SD: $673 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Sage Capital Advisors, LLC is an SEC registered investment adviser with its main office in Sioux Falls, South Dakota and reports $673 million in regulatory assets under management in its Form ADV filed September 29, 2026. Its clients include corporations and other businesses, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Sage Capital Advisors, LLC (CRD number 136577): 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
- 136577
- SEC file number
- 801-64637
- SEC status
- Approved, effective August 22, 2005
- Main office
- 122 S. Phillips Avenue, Suite 260, Sioux Falls, SD 57104
- Phone
- (844) 279-7243
- Regulatory AUM
- $672,828,607 in the Form ADV filed September 29, 2026
- Discretionary AUM
- $590,215,271
- Non discretionary AUM
- $82,613,336
- Accounts
- 560
- Employees
- 8, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 29, 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 |
|---|---|---|
| Corporations or other businesses | 9 | $288 million |
| High net worth individuals | 82 | $261.8 million |
| Pension and profit sharing plans | 2 | $84.6 million |
| Individuals (other than high net worth individuals) | 138 | $37.4 million |
| Charitable organizations | 1 | $1 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 |
|---|---|---|
| October 2, 2026 | $672.8 million | September 29, 2026 |
| December 1, 2025 | $629.8 million | September 29, 2025 |
Other advisers in Sioux Falls
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Compass Financial Group, Inc | Sioux Falls | $1.48 billion | Not listed | adviserinfo.sec.gov |
| Elgethun Capital Management | Sioux Falls | $1.14 billion | 2 | adviserinfo.sec.gov |
| Standard Family Office, LLC | Sioux Falls | $1.01 billion | 2 | adviserinfo.sec.gov |
| RIA Advisory Group, LLC | Sioux Falls | $568.4 million | Not listed | adviserinfo.sec.gov |
| Lauer Capital Management LTD | Sioux Falls | $322.7 million | Not listed | adviserinfo.sec.gov |
| Aspen Private Advisors, LLC | Sioux Falls | $199.9 million | Not listed | adviserinfo.sec.gov |
| Hahn Financial Group | Sioux Falls | $188.7 million | Not listed | adviserinfo.sec.gov |
| Parvin Asset Management, LLC | Sioux Falls | $179 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Sioux Falls, SD
- Investment advisers in South Dakota
- Advisers with $500 million to $1 billion in AUM
- Advisers serving corporations and other businesses
- Advisers serving high net worth individuals
- Sage Capital Advisors, LLC 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.