$28.4B Total AUM
$28.3B Disc. AUM
22.9% 3Y CAGR
58 Employees
14,378 ADV. Clients
29 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Morgan Stanley · Northern Trust · Reliance Trust Company · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-24-1996
- Office Locations
- 10
Office Locations
5022 Autumn Glow WAY Perry Hall MD
5900 Southwest Parkway Building 1, Suite 100 Austin TX
-- Allentown NJ
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.
Team overview
43 AVG AGE
$768.3M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
10.6 yrs AVG TENURE
58 Employees
37 Advisory Reps
40 RIA Reps
29yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
ROBERT G SMITH III
Co-Chief Investment Officer, President
- CRD
- #1276003
- Ownership
- 25% but less than 50%
Available
Available
Available
J
JR. PECK
Principal, VICE PRESIDENT
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 16 owners & executives
Unlock allContacts
Jacob T Adams
Investment Consultant
- CRD
- #7947712
Available
Available
Available
Brett Adelglass
Associate
- CRD
- #7465308
Available
Available
Available
Showing 2 of 45 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Other:
Available Municipal Bonds:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing