Sage Advisory Services Ltd Co

Sage Advisory Services Ltd Co is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Austin, Texas. On its latest Form ADV, filed March 30, 2026, it reports $28.4B in regulatory assets under management, 12,441 individual clients and 37 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	106236 · SEC file 801-52937
Office	5900 Southwest Parkway Building 1, Suite 100 Austin, TX 78735
Phone	(512) 327-5530
Website	www.sageadvisory.com
Regulatory assets under management	$28.4B ($28.3B discretionary)
Individual clients	11,158 non-high-net-worth, 1,283 high-net-worth
Financial planning clients	0
How it charges	Percentage of assets, Fixed fee
Services	Portfolio management, Pension consulting
Employees	58
Disciplinary disclosures	None reported
Latest Form ADV filing	March 30, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It sponsors or manages a wrap fee program; ask what the bundled fee covers.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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