Sage Capital Advisors, LLC

Sage Capital Advisors, LLC (CRD# 136577) is a financial advisory firm headquartered in Sioux Falls, SD. They manage $308,535,236 in 325 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    309
    MILLION
  • Total Number of Accounts
    325
    ACCOUNTS
  • Average Account Value
    $949,339
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, NV, SD, TX

Financial Advisors at Sage Capital Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Diana M. Blair
CRD#: 4504593
20333 State Highway 249 Suite 200, Houston, TX 77070

Diana Blair (CRD# 4504593) is an Investment Advisor Representative working at Sage Capital Advisors, LLC in Houston, TX and has over 16 years of experience in the finance industry.

2
J T. Dyer
CRD#: 3101978
122 S. Phillips Avenue, Suite 260, Sioux Falls, SD 57104

J Dyer (CRD# 3101978) is an Investment Advisor Representative working at Sage Capital Advisors, LLC in Sioux Falls, SD and has over 22 years of experience in the finance industry.

3
Dustin M. Holt
CRD#: 6490120
5672 La Jolla Blvd., La Jolla, CA 92037

Dustin Holt (CRD# 6490120) is an Investment Advisor Representative working at Sage Capital Advisors, LLC in La Jolla, CA and has over 2 years of experience in the finance industry.

4
Matthew A. Johnson
CRD#: 2706737
Sioux Falls, SD

Matthew Johnson (CRD# 2706737) is an Investment Advisor Representative working at Sage Capital Advisors, LLC in Sioux Falls, SD and has over 24 years of experience in the finance industry.

5
Jeffrey W. Malone
CRD#: 2141255
122 S. Phillips Avenue, Suite 260, Sioux Falls, SD 57104

Jeffrey Malone (CRD# 2141255) is an Investment Advisor Representative working at Sage Capital Advisors, LLC in Sioux Falls, SD and has over 29 years of experience in the finance industry.

6
Andrew R. Nugent
CRD#: 2446004
122 S. Phillips Avenue, Suite 260, Sioux Falls, SD 57104

Andrew Nugent (CRD# 2446004) is an Investment Advisor Representative working at Sage Capital Advisors, LLC in Sioux Falls, SD and has over 26 years of experience in the finance industry.

7
Travis C. Verdin
CRD#: 6573815
122 S. Phillips Avenue, Suite 260, Sioux Falls, SD 57104

Travis Verdin (CRD# 6573815) is an Investment Advisor Representative working at Sage Capital Advisors, LLC in Sioux Falls, SD and has over 5 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.