Sage Capital Advisors, LLC

Sage Capital Advisors, LLC (CRD# 136577) is a financial advisory firm headquartered in La Jolla, CA. They manage $233,879,400 in 246 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    234
    MILLION
  • Total Number of Accounts
    246
    ACCOUNTS
  • Average Account Value
    $950,729
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, LA, MN, NH, SD, TX

Financial Advisors at Sage Capital Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Matthew A. Johnson
CRD#: 2706737
La Jolla, CA
96
Wealthminder
score

Matthew Johnson (CRD# 2706737) is an Investment Advisor Representative working at Sage Capital Advisors, LLC in La Jolla, CA and has over 20 years of experience in the finance industry.

2
Joann C. Little
CRD#: 1389546
5672 La Jolla Boulevard, La Jolla, CA 92037
96
Wealthminder
score

Joann Little (CRD# 1389546) is an Investment Advisor Representative working at Sage Capital Advisors, LLC in La Jolla, CA and has over 25 years of experience in the finance industry. Joann Little has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Diana M. Blair
CRD#: 4504593
5672 La Jolla Blvd, La Jolla, CA 92037
93
Wealthminder
score

Diana Blair (CRD# 4504593) is an Investment Advisor Representative working at Sage Capital Advisors, LLC in La Jolla, CA and has over 12 years of experience in the finance industry.

4
Travis C. Verdin
CRD#: 6573815
2700 Post Oak Blvd, #1400, Houston, TX 77056
87
Wealthminder
score

Travis Verdin (CRD# 6573815) is an Investment Advisor Representative working at Sage Capital Advisors, LLC in Houston, TX and has 1 year of experience in the finance industry.

5
J T. Dyer
CRD#: 3101978
5672 La Jolla Boulevard, La Jolla, CA 92037
83
Wealthminder
score

J Dyer (CRD# 3101978) is an Investment Advisor Representative working at Sage Capital Advisors, LLC in La Jolla, CA and has over 18 years of experience in the finance industry.

6
Jeffrey W. Malone
CRD#: 2141255
5672 La Jolla Boulevard, La Jolla, CA 92037
73
Wealthminder
score

Jeffrey Malone (CRD# 2141255) is an Investment Advisor Representative working at Sage Capital Advisors, LLC in La Jolla, CA and has over 25 years of experience in the finance industry.

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