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- Custodian
- Morgan Stanley · Northern Trust · Reliance Trust Company · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-24-1996
- Office Locations
- 10
Office Locations
About Sage Advisory Services LTD CO
Sage Advisory Services LTD CO is a Austin-based RIA with 10 offices. The firm has been operating for 29 years. Managing $28.4B in total assets under management, with 37 advisory representatives. They custody assets with Morgan Stanley and Northern Trust.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 30, 2026, reported AUM increased 13.8%, from $25.0B to $28.4B.
Across 5 reported observations, AUM increased 88.4% between November 3, 2022 and March 30, 2026, from $15.1B to $28.4B.
Of the latest reported AUM, 99.5% is discretionary and 0.5% is non-discretionary.
The firm reports 37 advisory representatives and 14,378 clients, or 388.6 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 10 reported office locations and 29 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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AdvizorPro subscribers can review Sage Advisory Services LTD CO's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Sage Advisory Services LTD CO record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROBERT G SMITH III
Co-Chief Investment Officer, President
- CRD
- #1276003
- Ownership
- 25% but less than 50%
JR. PECK
Principal, VICE PRESIDENT
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 16 owners & executives
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Jacob T Adams
Investment Consultant
- CRD
- #7947712
Brett Adelglass
Associate
- CRD
- #7465308
Showing 2 of 45 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,285,477,903 | $1,970,427 |
| Non-Discretionary | $142,293,779 | $17,786,722 |
| Total | $28,427,771,682 | $1,979,236 |
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Separately Managed Accounts
SMA allocation detail is available
Sage Advisory Services LTD CO has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Sage Advisory Services LTD CO's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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