Sage, Rutty & Co., Inc.
● SEC registered since 1990CRD 3254SEC# 801-35917Rochester, NY
Reg. AUM
$3.46B
Employees
36
Accounts
8,163
Location
Rochester, NY
Sage, Rutty & Co., Inc. assets under management
Sage, Rutty & Co., Inc. operates as an SEC-registered investment adviser based in Rochester, NY. The firm has been registered since 1990. It reports $3.5 billion in regulatory assets under management and employs 36 people.
Sage, Rutty & Co., Inc. owners & executives
22 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Audrey Weller Holly | Shareholder | 10-25% | 1999 |
| Chelsea Leigh Conway | Director | Under 5% | 2024 |
| Christopher Robert Holly | Shareholder | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Sage, Rutty & Co., Inc. manage?
Sage, Rutty & Co., Inc. reports $3.5 billion in regulatory assets under management on its Form ADV.
How many employees does Sage, Rutty & Co., Inc. have?
Sage, Rutty & Co., Inc. reports 36 employees.
Where is Sage, Rutty & Co., Inc. located?
Sage, Rutty & Co., Inc. is based in Rochester, NY and has been SEC-registered since 1990.
Does Sage, Rutty & Co., Inc. disclose fund performance?
Sage, Rutty & Co., Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Corporate Woods, Suite 300, Rochester, NY 14623 |
| Phone | 585-232-3760 |
| Fax | 866-902-0273 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 86172 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.46B▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$3.46Bregulatory AUM
Discretionary $1.8BNon-discretionary $1.66B