CRD: 126777
Sageview Advisory Group, LLC
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- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Pathway
- Established Date
- 09-22-2003
- Office Locations
- 36
Office Locations
About Sageview Advisory Group, LLC
SageView Advisory Group is an independent RIA serving institutional retirement plan sponsors and individual investors. It provides fiduciary support including investment oversight, comprehensive plan sponsor support, compliance consulting, and financial wellness solutions, alongside wealth management guidance for executives, professionals, business owners, and multi-generational families. Founded in Southern California in 1989 with offices nationwide; recognized by Forbes as a Top RIA (2025).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KAREN FISCHER PRANGE
Chief Compliance Officer
- CRD
- #2890728
- Ownership
- Less than 5%
JONATHAN TYLER UPHAM
President
- CRD
- #2957743
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Patrick Colorado Abelon
--
- CRD
- #4143311
MATTHEW THOMAS ANDERSON
--
- CRD
- #5045931
Capital signal
Momentum signal
- CRD
- #43424
Showing 2 of 114 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,297,251,026 | $3,310,309 |
| Non-Discretionary | $201,254,767,889 | $99,238,051 |
| Total | $238,552,018,915 | $17,942,988 |
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Separately Managed Accounts
Total SMA Asset: $238,552,018,915
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,348,916,962 | 42.2% |
| Corporate - Investment Grade | $2,690,243,720 | 33.9% |
| Equity - Exchange | $1,896,661,502 | 23.9% |
| Total | $7,935,822,184 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION CREST | RADIAL PIONEER | H7AA9WVL9 | BXG | 2.23% | $79,651,768 |
| ZENITH EMBER EAGLE | RADIAL HORIZON | ZA2X3XWFR | ZVW | 6.48% | $81,777,040 |
| BEACON TIMBER MOMENTUM | FOCUS MERIDIAN | YOOABVCYJ | MGJ | 5.53% | $95,074,504 |
| NORTH PATHWAY | RADIAL ATLAS | U2PD2EYN5 | WZIF | 7.70% | $112,757,396 |
| PEAK WAVE OAK | VERTEX INSIGHT | 7FCFBM4DO | CNWTX | 3.72% | $21,298,723 |
| VECTOR EAGLE | INSIGHT SIGNAL | 4TDQTVIXA | LDE | 1.27% | $49,261,352 |
| PATHWAY PIONEER | CATALYST QUANTUM | W660T48IS | GYTPC | 11.71% | $95,134,155 |
| PIONEER BEACON PATHWAY | PRIME RIDGE | WOD9BOIEN | SEUL | 12.37% | $48,805,271 |