Sage Advisory Services Ltd Co
● SEC registered since 1996CRD 106236SEC# 801-52937Austin, TX
Reg. AUM
$28.43B
Employees
58
Accounts
14,363
Location
Austin, TX
Sage Advisory Services Ltd Co assets under management
Sage Advisory Services Ltd Co is an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 1996. It reports $28.4 billion in regulatory assets under management and employs 58 people.
Sage Advisory Services Ltd Co owners & executives
22 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allison Claire Hartman | Vice President | Under 5% | 2021 |
| Andrew Kemett Demand | Vice President | Under 5% | 2021 |
| Jeffery Scott Timlin | Vice President | 5-10% | 2009 |
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Join to unlock · $37/moFrequently asked questions
How much does Sage Advisory Services Ltd Co manage?
Sage Advisory Services Ltd Co reports $28.4 billion in regulatory assets under management on its Form ADV.
How many employees does Sage Advisory Services Ltd Co have?
Sage Advisory Services Ltd Co reports 58 employees.
Where is Sage Advisory Services Ltd Co located?
Sage Advisory Services Ltd Co is based in Austin, TX and has been SEC-registered since 1996.
Does Sage Advisory Services Ltd Co disclose fund performance?
Sage Advisory Services Ltd Co is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735-6202 |
| Phone | 512-327-5530 |
| Fax | 512-327-5702 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1534378 |
| Discloses disciplinary history | No |
Regulatory AUM
$28.43B▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$28.43Bregulatory AUM
Discretionary $28.29BNon-discretionary $142.3M