SAGE ADVISORY SERVICES LTD CO
CRD #106236 SEC #801-52937 AUSTIN, TX 512-327-5530
SEC Registered
Total AUM
$25B
Discretionary
$24.9B
Employees
58
Clients
0
Accounts
12,206
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $25B | $24.9B | $116.1M | 58 | 15 |
| Mar 2024 | $22.7B | $22.6B | $86.6M | 53 | 15 |
| Jan 2024 | $15.3B | $15.3B | $49.7M | 53 | 15 |
| Mar 2023 | $15.3B | $15.3B | $49.7M | 53 | 15 |
| Nov 2022 | $15.1B | $15.1B | $15.9M | 52 | 15 |
| Mar 2022 | $15.1B | $15.1B | $15.9M | 52 | 15 |
| Mar 2021 | $13.8B | $13.7B | $17.3M | 54 | 15 |
| Oct 2020 | $12.8B | $12.8B | $20.1M | 48 | 15 |
| Jun 2020 | $12.8B | $12.8B | $20.1M | 48 | 15 |
| Mar 2020 | $12.8B | $12.8B | $20.1M | 48 | 15 |
| Mar 2019 | $11.1B | $11B | $40.3M | 50 | 17 |
| Mar 2018 | $10.8B | $10.7B | $85.4M | 49 | 24 |
| Mar 2017 | $10.2B | $9.9B | $324M | 50 | 2,100 |
| Mar 2016 | $9.4B | $9.2B | $216.8M | 47 | 1,700 |
| Mar 2015 | $9.2B | $9B | $279.8M | 47 | 1,750 |
| Nov 2014 | $8.6B | $8.3B | $287.7M | 44 | 2,000 |
| Mar 2014 | $8.6B | $8.3B | $287.7M | 44 | 2,000 |
| Jul 2013 | $10.8B | $8.6B | $2.2B | 42 | 2,100 |
| Mar 2013 | $10.8B | $8.6B | $2.2B | 42 | 2,100 |
| Mar 2012 | $10.5B | $8.9B | $1.5B | 11 | 2,200 |
| Mar 2011 | $9.6B | $8.7B | $944M | -- | -- |
| Mar 2008 | $5.2B | $4.8B | $359.2M | -- | -- |
| Feb 2007 | $5B | $4.7B | $348.1M | -- | -- |
| Mar 2006 | $3.9B | $3.6B | $276.8M | -- | -- |
| May 2004 | $2.9B | $2.7B | $232.7M | -- | -- |
| Mar 2004 | $2.9B | $2.7B | $232.7M | -- | -- |
DateMar 2025
Total AUM$25B
Discretionary$24.9B
Non-Disc.$116.1M
Employees58
Clients15
DateMar 2024
Total AUM$22.7B
Discretionary$22.6B
Non-Disc.$86.6M
Employees53
Clients15
DateJan 2024
Total AUM$15.3B
Discretionary$15.3B
Non-Disc.$49.7M
Employees53
Clients15
DateMar 2023
Total AUM$15.3B
Discretionary$15.3B
Non-Disc.$49.7M
Employees53
Clients15
DateNov 2022
Total AUM$15.1B
Discretionary$15.1B
Non-Disc.$15.9M
Employees52
Clients15
DateMar 2022
Total AUM$15.1B
Discretionary$15.1B
Non-Disc.$15.9M
Employees52
Clients15
DateMar 2021
Total AUM$13.8B
Discretionary$13.7B
Non-Disc.$17.3M
Employees54
Clients15
DateOct 2020
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$20.1M
Employees48
Clients15
DateJun 2020
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$20.1M
Employees48
Clients15
DateMar 2020
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$20.1M
Employees48
Clients15
DateMar 2019
Total AUM$11.1B
Discretionary$11B
Non-Disc.$40.3M
Employees50
Clients17
DateMar 2018
Total AUM$10.8B
Discretionary$10.7B
Non-Disc.$85.4M
Employees49
Clients24
DateMar 2017
Total AUM$10.2B
Discretionary$9.9B
Non-Disc.$324M
Employees50
Clients2,100
DateMar 2016
Total AUM$9.4B
Discretionary$9.2B
Non-Disc.$216.8M
Employees47
Clients1,700
DateMar 2015
Total AUM$9.2B
Discretionary$9B
Non-Disc.$279.8M
Employees47
Clients1,750
DateNov 2014
Total AUM$8.6B
Discretionary$8.3B
Non-Disc.$287.7M
Employees44
Clients2,000
DateMar 2014
Total AUM$8.6B
Discretionary$8.3B
Non-Disc.$287.7M
Employees44
Clients2,000
DateJul 2013
Total AUM$10.8B
Discretionary$8.6B
Non-Disc.$2.2B
Employees42
Clients2,100
DateMar 2013
Total AUM$10.8B
Discretionary$8.6B
Non-Disc.$2.2B
Employees42
Clients2,100
DateMar 2012
Total AUM$10.5B
Discretionary$8.9B
Non-Disc.$1.5B
Employees11
Clients2,200
DateMar 2011
Total AUM$9.6B
Discretionary$8.7B
Non-Disc.$944M
Employees--
Clients--
DateMar 2008
Total AUM$5.2B
Discretionary$4.8B
Non-Disc.$359.2M
Employees--
Clients--
DateFeb 2007
Total AUM$5B
Discretionary$4.7B
Non-Disc.$348.1M
Employees--
Clients--
DateMar 2006
Total AUM$3.9B
Discretionary$3.6B
Non-Disc.$276.8M
Employees--
Clients--
DateMay 2004
Total AUM$2.9B
Discretionary$2.7B
Non-Disc.$232.7M
Employees--
Clients--
DateMar 2004
Total AUM$2.9B
Discretionary$2.7B
Non-Disc.$232.7M
Employees--
Clients--