This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-20-2012
- Office Locations
- 1
Office Locations
About Sawyer Capital Management
Sawyer Capital Management is a Wildwood, MO-based RIA providing investment management and financial planning, including tax and retirement planning and estate/charitable strategies. The firm emphasizes unbiased, academically grounded portfolio construction and risk management, with investor education on taxes and market-timing pitfalls. Custody relationships include Charles Schwab and Vanguard; serves retail and institutional clients.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CURTIS CLAYTON SAWYER
Chief Compliance Officer, President, Vice President
- CRD
- #2124658
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,876,998 | -- |
| Non-Discretionary | $0 | -- |
| Total | $124,876,998 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing