Investment adviser · CRD 106236

SAGE ADVISORY SERVICES LTD CO

Investment adviser filing (IA)

AUSTIN, TX, United States · Form ADV filed Mar 30, 2026

Regulatory AUM: $28.4B
Client accounts: 14,363
Employees: 58
Advisory professionals: 37

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Retirement plans	238	$7,291,164,025	25.6%
Corporations & businesses	1,219	$4,747,703,784	16.7%
High-net-worth individuals	1,283	$4,317,751,993	15.2%
Charities	299	$3,900,223,260	13.7%
Individuals	11,158	$3,305,629,919	11.6%
Insurance companies	106	$2,801,523,633	9.9%
Government entities	51	$1,727,716,305	6.1%
Investment companies	2	$178,745,371	0.6%
Pooled investment vehicles	7	$157,313,392	0.6%

Filing source

Form ADV 2066822 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed

Principal office

5900 SOUTHWEST PARKWAY, BUILDING 1, SUITE 100
AUSTIN, TX, 78735-6202, United States

CRD 106236

Filing source

Form ADV 2066822 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.