SAGE CAPITAL ADVISORS, LLC
other names
- SAGE CAPITAL ADVISORS, LLC
- BAYOU CITY INVESTMENT ADVISORS
- MALONE CAPITAL ADVISORS, LLC
- DYER WEALTH MANAGEMENT
Adviser Profile
| As of Date | 09/29/2025 |
| ADV Location | SIOUX FALLS, SD, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 8 |
| of those in investment advisory functions | 7 |
| Registration | SEC, Approved, 08/22/2005 |
| AUM* | 629,817,774 13% |
| of that, discretionary | 557,428,953 13% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,206,547 1% |
| % High Net Worth | 35.44% -2% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 844 xxxxxxx |
| Websites |
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
336M
288M
240M
192M
144M
96M
48M
2015
2016
2017
2018
2019
2020
2021
2022
Private Funds
No private funds
Employees
Top Holdings
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|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$39,746,209 | % Position9.00% | $ Change7.00% | # Change0.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$22,234,635 | % Position5.00% | $ Change27.00% | # Change-1.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$20,277,080 | % Position5.00% | $ Change-7.00% | # Change-1.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$16,874,946 | % Position4.00% | $ Change3.00% | # Change-2.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$14,172,501 | % Position3.00% | $ Change-27.00% | # Change-27.00% |
| Stck Ticker78462F103 | Stock NameSPDR S&P 500 ETF TR | $ Position$12,021,474 | % Position3.00% | $ Change3.00% | # Change1.00% |
| Stck Ticker832696405 | Stock NameSMUCKER J M CO | $ Position$6,811,899 | % Position2.00% | $ Change-9.00% | # Change1.00% |
| Stck Ticker911312106 | Stock NameUNITED PARCEL SERVICE INC | $ Position$7,463,262 | % Position2.00% | $ Change20.00% | # Change1.00% |
| Stck Ticker69608A108 | Stock NamePALANTIR TECHNOLOGIES INC | $ Position$7,198,520 | % Position2.00% | $ Change-4.00% | # Change-2.00% |
| Stck Ticker75513E101 | Stock NameRTX CORPORATION | $ Position$6,481,700 | % Position2.00% | $ Change2.00% | # Change-7.00% |