SAGE CAPITAL ADVISORS, LLC
CRD #136577 SEC #801-64637 SIOUX FALLS, SD 844-279-7243
SEC Registered
Total AUM
$629.8M
Discretionary
$557.4M
Employees
8
Clients
0
Accounts
522
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $629.8M | $557.4M | $72.4M | 8 | 3 |
| Jun 2025 | $581.5M | $581.1M | $338K | 8 | 0 |
| May 2025 | $581.5M | $581.1M | $338K | 8 | 0 |
| Sep 2024 | $581.5M | $581.1M | $338K | 8 | 0 |
| Dec 2023 | $556.1M | $492.2M | $63.9M | 8 | 0 |
| Sep 2023 | $556.1M | $492.2M | $63.9M | 8 | 0 |
| Sep 2022 | $359.8M | $304.4M | $55.3M | 8 | 0 |
| Jun 2022 | $401.3M | $336M | $65.3M | 7 | 0 |
| Sep 2021 | $401.3M | $336M | $65.3M | 7 | 0 |
| Apr 2021 | $308.5M | $249.6M | $58.9M | 11 | 0 |
| Mar 2021 | $308.5M | $249.6M | $58.9M | 11 | 0 |
| Feb 2021 | $308.5M | $249.6M | $58.9M | 11 | 0 |
| Nov 2020 | $308.5M | $249.6M | $58.9M | 11 | 0 |
| Sep 2020 | $308.5M | $249.6M | $58.9M | 10 | 0 |
| Jul 2020 | $286.6M | $229.3M | $57.4M | 8 | 0 |
| Jun 2020 | $286.6M | $229.3M | $57.4M | 8 | 0 |
| Jun 2020 | $286.6M | $229.3M | $57.4M | 8 | 0 |
| Jun 2020 | $286.6M | $229.3M | $57.4M | 8 | 0 |
| Nov 2019 | $286.6M | $229.3M | $57.4M | 8 | 0 |
| Sep 2019 | $286.6M | $229.3M | $57.4M | 8 | 0 |
| Apr 2019 | $275.9M | $222.2M | $53.7M | 8 | 0 |
| Jan 2019 | $275.9M | $222.2M | $53.7M | 8 | 0 |
| Nov 2018 | $275.9M | $222.2M | $53.7M | 9 | 0 |
| Sep 2018 | $275.9M | $222.2M | $53.7M | 9 | 0 |
| May 2018 | $267.1M | $218.5M | $48.6M | 8 | 0 |
| Apr 2018 | $267.1M | $218.5M | $48.6M | 8 | 0 |
| Sep 2017 | $267.1M | $218.5M | $48.6M | 8 | 100 |
| Dec 2016 | $233.9M | $233.6M | $309.4K | 9 | 119 |
| Aug 2016 | $233.9M | $233.6M | $309.4K | 9 | 119 |
| Jul 2016 | $233.9M | $233.6M | $309.4K | 9 | 119 |
| Sep 2015 | $199.8M | $199.5M | $301K | 9 | 200 |
| Apr 2015 | $199.8M | $199.5M | $301K | 9 | 200 |
| Apr 2015 | $165.1M | $161.9M | $3.2M | 5 | 200 |
| Jan 2015 | $165.1M | $161.9M | $3.2M | 5 | 200 |
| Jan 2015 | $165.1M | $161.9M | $3.2M | 5 | 200 |
| Nov 2014 | $165.1M | $161.9M | $3.2M | 5 | 200 |
| Oct 2014 | $165.1M | $161.9M | $3.2M | 5 | 200 |
| Sep 2014 | $165.1M | $161.9M | $3.2M | 5 | 200 |
| Feb 2014 | $148.4M | $148.4M | $0 | 7 | 26 |
| Nov 2013 | $148.4M | $148.4M | $0 | 6 | 26 |
| Aug 2013 | $148.4M | $148.4M | $0 | 6 | 26 |
| Aug 2013 | $133.8M | $133.8M | $0 | 6 | 26 |
| May 2013 | $124.7M | $124.7M | $0 | 6 | 26 |
| Mar 2013 | $124.7M | $124.7M | $0 | 6 | 26 |
| Jan 2013 | $124.7M | $124.7M | $0 | 6 | 26 |
| Sep 2012 | $124.7M | $124.7M | $0 | 1 | 26 |
| Jun 2012 | $124.7M | $124.7M | $0 | 1 | 26 |
| Aug 2011 | $105.3M | $105.3M | $0 | 5 | -- |
| Jul 2011 | $138.5M | $138.5M | $0 | 5 | -- |
| Dec 2010 | $138.5M | $138.5M | $0 | 5 | -- |
| Sep 2010 | $138.5M | $138.5M | $0 | 5 | -- |
| Sep 2007 | $134.1M | $134.1M | $0 | 5 | -- |
| Feb 2007 | $30.2M | $30.2M | $0 | 5 | -- |
| Dec 2005 | $30M | $30M | $0 | 5 | -- |
| Sep 2005 | $75M | $75M | $0 | 5 | -- |
DateSep 2025
Total AUM$629.8M
Discretionary$557.4M
Non-Disc.$72.4M
Employees8
Clients3
DateJun 2025
Total AUM$581.5M
Discretionary$581.1M
Non-Disc.$338K
Employees8
Clients0
DateMay 2025
Total AUM$581.5M
Discretionary$581.1M
Non-Disc.$338K
Employees8
Clients0
DateSep 2024
Total AUM$581.5M
Discretionary$581.1M
Non-Disc.$338K
Employees8
Clients0
DateDec 2023
Total AUM$556.1M
Discretionary$492.2M
Non-Disc.$63.9M
Employees8
Clients0
DateSep 2023
Total AUM$556.1M
Discretionary$492.2M
Non-Disc.$63.9M
Employees8
Clients0
DateSep 2022
Total AUM$359.8M
Discretionary$304.4M
Non-Disc.$55.3M
Employees8
Clients0
DateJun 2022
Total AUM$401.3M
Discretionary$336M
Non-Disc.$65.3M
Employees7
Clients0
DateSep 2021
Total AUM$401.3M
Discretionary$336M
Non-Disc.$65.3M
Employees7
Clients0
DateApr 2021
Total AUM$308.5M
Discretionary$249.6M
Non-Disc.$58.9M
Employees11
Clients0
DateMar 2021
Total AUM$308.5M
Discretionary$249.6M
Non-Disc.$58.9M
Employees11
Clients0
DateFeb 2021
Total AUM$308.5M
Discretionary$249.6M
Non-Disc.$58.9M
Employees11
Clients0
DateNov 2020
Total AUM$308.5M
Discretionary$249.6M
Non-Disc.$58.9M
Employees11
Clients0
DateSep 2020
Total AUM$308.5M
Discretionary$249.6M
Non-Disc.$58.9M
Employees10
Clients0
DateJul 2020
Total AUM$286.6M
Discretionary$229.3M
Non-Disc.$57.4M
Employees8
Clients0
DateJun 2020
Total AUM$286.6M
Discretionary$229.3M
Non-Disc.$57.4M
Employees8
Clients0
DateJun 2020
Total AUM$286.6M
Discretionary$229.3M
Non-Disc.$57.4M
Employees8
Clients0
DateJun 2020
Total AUM$286.6M
Discretionary$229.3M
Non-Disc.$57.4M
Employees8
Clients0
DateNov 2019
Total AUM$286.6M
Discretionary$229.3M
Non-Disc.$57.4M
Employees8
Clients0
DateSep 2019
Total AUM$286.6M
Discretionary$229.3M
Non-Disc.$57.4M
Employees8
Clients0
DateApr 2019
Total AUM$275.9M
Discretionary$222.2M
Non-Disc.$53.7M
Employees8
Clients0
DateJan 2019
Total AUM$275.9M
Discretionary$222.2M
Non-Disc.$53.7M
Employees8
Clients0
DateNov 2018
Total AUM$275.9M
Discretionary$222.2M
Non-Disc.$53.7M
Employees9
Clients0
DateSep 2018
Total AUM$275.9M
Discretionary$222.2M
Non-Disc.$53.7M
Employees9
Clients0
DateMay 2018
Total AUM$267.1M
Discretionary$218.5M
Non-Disc.$48.6M
Employees8
Clients0
DateApr 2018
Total AUM$267.1M
Discretionary$218.5M
Non-Disc.$48.6M
Employees8
Clients0
DateSep 2017
Total AUM$267.1M
Discretionary$218.5M
Non-Disc.$48.6M
Employees8
Clients100
DateDec 2016
Total AUM$233.9M
Discretionary$233.6M
Non-Disc.$309.4K
Employees9
Clients119
DateAug 2016
Total AUM$233.9M
Discretionary$233.6M
Non-Disc.$309.4K
Employees9
Clients119
DateJul 2016
Total AUM$233.9M
Discretionary$233.6M
Non-Disc.$309.4K
Employees9
Clients119
DateSep 2015
Total AUM$199.8M
Discretionary$199.5M
Non-Disc.$301K
Employees9
Clients200
DateApr 2015
Total AUM$199.8M
Discretionary$199.5M
Non-Disc.$301K
Employees9
Clients200
DateApr 2015
Total AUM$165.1M
Discretionary$161.9M
Non-Disc.$3.2M
Employees5
Clients200
DateJan 2015
Total AUM$165.1M
Discretionary$161.9M
Non-Disc.$3.2M
Employees5
Clients200
DateJan 2015
Total AUM$165.1M
Discretionary$161.9M
Non-Disc.$3.2M
Employees5
Clients200
DateNov 2014
Total AUM$165.1M
Discretionary$161.9M
Non-Disc.$3.2M
Employees5
Clients200
DateOct 2014
Total AUM$165.1M
Discretionary$161.9M
Non-Disc.$3.2M
Employees5
Clients200
DateSep 2014
Total AUM$165.1M
Discretionary$161.9M
Non-Disc.$3.2M
Employees5
Clients200
DateFeb 2014
Total AUM$148.4M
Discretionary$148.4M
Non-Disc.$0
Employees7
Clients26
DateNov 2013
Total AUM$148.4M
Discretionary$148.4M
Non-Disc.$0
Employees6
Clients26
DateAug 2013
Total AUM$148.4M
Discretionary$148.4M
Non-Disc.$0
Employees6
Clients26
DateAug 2013
Total AUM$133.8M
Discretionary$133.8M
Non-Disc.$0
Employees6
Clients26
DateMay 2013
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees6
Clients26
DateMar 2013
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees6
Clients26
DateJan 2013
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees6
Clients26
DateSep 2012
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees1
Clients26
DateJun 2012
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees1
Clients26
DateAug 2011
Total AUM$105.3M
Discretionary$105.3M
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$138.5M
Discretionary$138.5M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$138.5M
Discretionary$138.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$138.5M
Discretionary$138.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$134.1M
Discretionary$134.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$30.2M
Discretionary$30.2M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees5
Clients--