firm profile
Sage Advisory Services Ltd Co
Overview
Sage Advisory Services Ltd Co is an SEC registered investment adviser based in Austin, TX, registered since 1996. It reports $28.4B in assets under management across 14,363 accounts, with 58 employees. It has 42 investment adviser representatives.
- Reported AUM
- $28.4B
- Discretionary
- 99%
- Accounts
- 14,363
- Average account
- $2M
- Employees
- 58
- Advisory reps
- 42
- Registered since
- 1996
- Jurisdictions
- 53
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 16
- Robert G Smith III President, Co-Chief Investment Officer CRD 1276003
- John Robert Slais Chief Financial Officer CRD 1089512
- Thomas Hideo Urano Co-Chief Investment Officer CRD 2758802
13 more executive officers, with direct contact details
Advisory reps 3 of 42
- Jacob T Adams Investment Adviser Rep CRD 7947712
- Brett Adelglass Investment Adviser Rep CRD 7465308
- Jamisen Michael Allen Investment Adviser Rep CRD 6097657
39 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 5900 Southwest Pkwy Bldg 1-100
Austin, TX 78735 - County
- Travis
- Metro area
- Austin-Round Rock-Georgetown, TX
- Region
- South
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: sageadvisory.com
Every state, with registration dates
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