CRD: 164047
Sagevest Financial Advisors, LLC
$61.5M Total AUM
$61.5M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-25-2012
- Office Locations
- 1
Office Locations
4695 Macarthur Court Suite 1100 Newport Beach CA
About Sagevest Financial Advisors, LLC
Sagevest Financial Advisors is a fee-only, independent RIA providing investment consulting, portfolio diversification and risk-focused wealth management alongside advanced financial planning for a limited number of individuals and families. The firm uses a discovery meeting to confirm fit and delivers objective, personalized guidance to help clients accumulate and preserve wealth; relationships may be custodied at Fidelity/NFS.
Team overview
55 AVG AGE
$61.5M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
14.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
EDWARD ANDRES RUNYON
Managing Member
- CRD
- #2334781
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,522,302 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,522,302 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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