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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-22-2005
- Office Locations
- 5
Office Locations
About Sage Capital Advisors, LLC
Sage Capital Advisors, LLC is a Sioux Falls-based RIA with 5 offices. The firm has been operating for 21 years. Managing $672.8M in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Reported data analysis
What the numbers show
Between September 29, 2025 and September 29, 2026, reported AUM increased 6.8%, from $629.8M to $672.8M.
Across 5 reported observations, AUM increased 87.0% between September 23, 2022 and September 29, 2026, from $359.8M to $672.8M.
Of the latest reported AUM, 87.7% is discretionary and 12.3% is non-discretionary.
The firm reports 7 advisory representatives and 235 clients, or 33.6 clients per representative. That equates to $2.9M in reported AUM per client.
The profile lists 5 reported office locations and 21 years in operation. The source data was last updated on September 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
DIANA MARIE BLAIR
President
- CRD
- #4504593
- Ownership
- Less than 5%
MATTHEW ALLEN JOHNSON
Chief Investment Officer, Manager
- CRD
- #2706737
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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J TIMOTHY DYER
Chief Investment Officer
- CRD
- #3101978
DUSTIN MICHAEL HOLT
Wealth Manager
- CRD
- #6490120
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $590,215,271 | $1,057,733 |
| Non-Discretionary | $82,613,336 | $41,306,668 |
| Total | $672,828,607 | $1,201,480 |
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Separately Managed Accounts
SMA allocation detail is available
Sage Capital Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2026
Review the latest reported holdings
Sage Capital Advisors, LLC's 13F holdings detail is available for Q3 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.