Sage Capital Advisors, LLC

Sage Capital Advisors, LLC (CRD# 136577) is a financial advisory firm headquartered in Sioux Falls, SD. They manage $556,117,306 in 465 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
122 S. Phillips Avenue, Suite 260, Sioux Falls, SD 57104
https://linktr.ee/dyer.cat
By the Numbers
  • Total Assets Under Management
    556
    MILLION
  • Total Number of Accounts
    465
    ACCOUNTS
  • Average Account Value
    $1,195,951
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
The map below shows states where this firm has explicit registration only.

AZ, CA, LA, MD, MN, NH, SD, TX

Financial Advisors at Sage Capital Advisors, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Diana Blair, financial advisor Tomball TX
Diana M. Blair
CRD#: 4504593
990 Village Square Dr, Suite G-800, Tomball, TX 77375

Diana Blair (CRD# 4504593) is an Investment Advisor Representative working at Sage Capital Advisors, LLC in Tomball, TX and has over 20 years of experience in the finance industry.

2
J Dyer, financial advisor Sioux Falls SD
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 25 years of experience in the finance industry.

3
Dustin Holt, financial advisor La Jolla CA
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 5 years of experience in the finance industry.

4
Matthew Johnson, financial advisor Sioux Falls SD
Matthew A. Johnson
CRD#: 2706737
122 South Phillips Ave, Suite 260, Sioux Falls, SD 57104

Matthew Johnson (CRD# 2706737) is an Investment Advisor Representative working at Sage Capital Advisors, LLC in Sioux Falls, SD and has over 28 years of experience in the finance industry.

5
Jeffrey Malone, financial advisor Sioux Falls SD
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 32 years of experience in the finance industry.

6
Andrew Nugent, financial advisor Sioux Falls SD
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 30 years of experience in the finance industry.

7
Travis Verdin, financial advisor Sioux Falls SD
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 8 years of experience in the finance industry.

8
Carl Rustin, financial advisor San Diego CA
Carl E. Rustin
CRD#: 5045788
11440 West Bernardo Court Suite 300, San Diego, CA 92127

Carl Rustin (CRD# 5045788) is an Investment Advisor Representative working at Sage Capital Advisors, LLC in San Diego, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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