$3.5B Total AUM
$1.8B Disc. AUM
-- 3Y CAGR
36 Employees
8,673 ADV. Clients
44 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- TimberHarbor momentum +more
- Established Date
- 09-21-1981
- Office Locations
- 2
Office Locations
100 Corporate Woods Suite 300 Rochester NY
1621 Jefferson Road Rochester NY
About Sage, Rutty & Co., Inc.
Sage Rutty & Company is a Rochester, NY wealth management firm serving individuals, families, and businesses with personalized financial planning and investment management, including retirement, tax, estate, and legacy planning. Portfolios emphasize asset allocation across mutual funds and ETFs with fixed income. Founded in 1915, it supports both retail and institutional relationships and works with SEI.
Team overview
40 AVG AGE
$104.8M AVG AUM / ADVISOR
$398.7K AVG AUM / CLIENT
9.8 yrs AVG TENURE
36 Employees
33 Advisory Reps
33 RIA Reps
44yrs Firm Age
Insights
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Accredited Investors
Zenith
Asset Classes
Unison Meridian Crest glacier
Client Personas
Catalyst
Custodian
Legacy insight Wave Catalyst Eagle bridge Focus Focus Summit Momentum vital
Investment Themes
Fusion eagle Wave Foundation Unison
Investment Vehicles
Frontier quantum Momentum vector
Platform
Capital momentum Harbor element Vector vertex
Services
North Vertex foundation Meridian Foundation peak Element Foundation Oak Bridge bridge Catalyst alpha Timber Vital Legacy ridge
Technology
Momentum insight Insight momentum Oak North Ridge frontier
Owner & Executives
W
WAYNE FOSTER HOLLY
DIRECTOR, Executive Chairman, President
- CRD
- #1019229
- Ownership
- 10% but less than 25%
(780) 451-8345
bridge.signal@zenithcapital.com
in linkedin.com/in/zenith-wave
K
KIM LISBETH NUGENT
Financial Advisor, Senior Vice President
- CRD
- #4759283
- Ownership
- 10% but less than 25%
(413) 512-5755
zenith.frontier@optimacapital.com
in linkedin.com/in/focus-momentum
P
Pioneer legacy
Vital bridge legacy
- CRD
- #87135
- Ownership
- 41.3%
(456) 503-8175
catalyst.vector@vectorcapital.com
in linkedin.com/in/pioneer-radial
Showing 2 of 20 owners & executives
Unlock allContacts
Z
ZACHARY THEODORE ARMSTRONG
Financial Advisor, First Vice President
- CRD
- #6074547
(501) 368-5356
pioneer.horizon@momentumcapital.com
in linkedin.com/in/meridian-capital
J
John Robert Cairns
--
- CRD
- #7799591
(496) 398-3516
radial.momentum@crestcapital.com
in linkedin.com/in/catalyst-prime
H
Harbor vital
Zenith zenith
- CRD
- #88106
(744) 453-7818
timber.radial@embercapital.com
in linkedin.com/in/element-matrix
Showing 2 of 61 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,796,182,896 | $451,984 |
| Non-Discretionary | $1,661,617,180 | $396,662 |
| Total | $3,457,800,076 | $423,594 |
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Separately Managed Accounts
Total SMA Asset: $3,457,800,076
Public Funds:
13.5% Equity - OTC:
10.7% Equity - Exchange:
4.8% Cash:
10.1% Corporate - Investment Grade:
12.8% Municipal Bonds:
10.9% Corporate - Non-Investment Grade:
22.2% U.S. Government/Agency:
15.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $914,351,210 | 13.5% |
| Equity - OTC | $724,707,996 | 10.7% |
| Equity - Exchange | $325,102,653 | 4.8% |
| Cash | $684,070,165 | 10.1% |
| Corporate - Investment Grade | $866,940,407 | 12.8% |
| Municipal Bonds | $738,253,940 | 10.9% |
| Corporate - Non-Investment Grade | $1,503,599,768 | 22.2% |
| U.S. Government/Agency | $1,015,945,790 | 15.0% |
| Total | $6,772,971,929 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER TIMBER PATHWAY | FOUNDATION FOUNDATION | 7ZYG86BZ0 | MKYAC | 7.49% | $6,150,135 |
| FOUNDATION MOMENTUM | MATRIX CREST | NNLKSWRVP | AZZ | 2.24% | $113,488,014 |
| MOMENTUM RADIAL | VERTEX ATLAS | 5TFUU3ECJ | IUM | 10.42% | $52,670,401 |
| SIGNAL WAVE | VECTOR FOUNDATION | 501RCWAXF | FHFPY | 12.18% | $118,172,766 |
| FRONTIER VALUE | MATRIX SIGNAL | FZXG6VQWY | XCRS | 7.19% | $5,251,650 |
| PEAK RADIAL LEGACY | SUMMIT BEACON | PMBQC3T3X | HMBHB | 11.74% | $111,233,922 |
| MOMENTUM FRONTIER | MATRIX UNISON | OFVCRN7BW | TLK | 4.54% | $53,728,427 |
| MATRIX HORIZON MATRIX | PRIME VALUE | 99SYFTIEJ | DZIOX | 11.29% | $28,190,574 |