Sage Advisory Services Ltd Co
Austin, TX·SEC-registered · CRD #106236
Sage Advisory Services Ltd Co is an SEC-registered investment advisory firm in Austin, TX managing $28B across 14k client accounts, with 37 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$28B
Client accounts
14k
Advisory staff
37
Fee model
Fee-based
How Sage Advisory Services Ltd Co is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL SAGE ADVISORY SERVICES LTD CO
See how Sage compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Sage Advisory Services Ltd Co. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Sage Advisory Services Ltd Co? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Sage Advisory Services Ltd Co
How much does Sage Advisory Services Ltd Co manage?
Per its most recent SEC Form ADV filing (03/30/2026), Sage Advisory Services Ltd Co reports $28B in regulatory assets under management across roughly 14k client accounts.
How does Sage Advisory Services Ltd Co charge?
Sage Advisory Services Ltd Co is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sage Advisory Services Ltd Co a fiduciary?
Yes. Sage Advisory Services Ltd Co is registered with the U.S. Securities and Exchange Commission (CRD #106236), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sage Advisory Services Ltd Co taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sage Advisory Services Ltd Co and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Austin, TX
Profile compiled from Sage Advisory Services Ltd Co's public SEC Form ADV filing (CRD #106236, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sage Advisory Services Ltd Co. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sage Advisory Services Ltd Co? Claim this profile.