Sage Advisory Services Ltd Co

Firm record

As recorded in SEC IAPD

Firm CRD

106236

SEC number

801-52937

Firm type

RIA

Assets under management

$28.4B as of Mar 30, 2026

Website

www.sageadvisory.com ↗

Phone

512-327-5530

Address

5900 Southwest Parkway, Austin, TX, 78735-6202

Advisors at this firm

42 in our index · page 1 of 1

• Jamisen Michael AllenCRD 6097657 · Austin, TX
  IA RegisteredRegistration inactive
• Jacob T AdamsCRD 7947712 · Austin, TX
  IA Registered
• Brett AdelglassCRD 7465308 · Austin, TX
  IA Registered
• Lily Ann AtilanoCRD 7001769 · Austin, TX
  IA Registered
• Nicholas BarnardCRD 7166980 · Austin, TX
  IA RegisteredRegistration inactive
• Alex BenderCRD 6900104 · Austin, TX
  IA Registered
• Douglas Andrew BenningCRD 5439292 · Austin, TX
  IA Registered
• Curtis David BakerCRD 7288537 · Austin, TX
  IA RegisteredRegistration inactive
• Arthur Leon CherchesCRD 4713684 · Austin, TX
  IA Registered
• Matthew Lawrence CleavengerCRD 6435088 · Austin, TX
  IA Registered
• Gregory Hamilton CobbCRD 2665526 · Austin, TX
  IA RegisteredRegistration inactive
• Andrew Kemett DemandCRD 5289561 · Austin, TX
  IA Registered
• Nicholas Chris EricksonCRD 5889235 · Austin, TX
  IA Registered
• Leonard Dustin FinleyCRD 4377292 · Austin, TX
  IA Registered
• Robert William FloraCRD 3109543 · Perry Hall, MD
  IA RegisteredRegistration inactive
• Seth Bartlett HenryCRD 5289609 · Austin, TX
  IA Registered
• Emma Lacey HarperCRD 6723524 · Austin, TX
  IA Registered
• Allison Claire HartmanCRD 5757639 · Austin, TX
  IA Registered
• Bradley David JacobCRD 4886378 · New York, NY
  IA RegisteredRegistration inactive
• Kari Allison KoehnCRD 5757120 · Austin, TX
  IA Registered
• Sean Conan KrasanCRD 2434187 · Austin, TX
  IA Registered
• Jack Raymond KulpaCRD 2587164 · Allentown, NJ
  IA RegisteredRegistration inactive
• Brian Christopher LarsonCRD 2621613 · New York, NY
  IA Registered
• David LuriaCRD 7142040 · Austin, TX
  IA Registered
• Erica Galicia MassCRD 5758041 · Austin, TX
  IA Registered
• Melania MccarleyCRD 3043535 · Prosper, TX
  IA RegisteredRegistration inactive
• Sean Francis McsheaCRD 4215396 · Holden, MA
  IA Registered
• Robert Wayne MoserCRD 4286284 · Lone Tree, CO
  IA RegisteredRegistration inactive
• Andrew Sinclair PoredaCRD 7165450 · Austin, TX
  IA Registered
• Robert G SmithCRD 1276003 · Austin, TX
  IA Registered
• Zachary Thomas SooterCRD 5662539 · Chiciago, IL
  IA Registered
• Komson SilapachaiCRD 6697762 · Austin, TX
  IA Registered
• Aaron SpatzCRD 3073470 · Denver, CO
  IA RegisteredRegistration inactive
• Amy Carole SwearingenCRD 733206 · Austin, TX
  IA RegisteredRegistration inactive
• Jeffery Scott TimlinCRD 2958865 · Austin, TX
  IA Registered
• Lily TuCRD 4997611 · Austin, TX
  IA RegisteredRegistration inactive
• Wade Thomas UlothCRD 4354946 · Austin, TX
  IA Registered
• Thomas Hideo UranoCRD 2758802 · Austin, TX
  IA Registered
• Courtney Leigh WalkerCRD 6484857 · Riverview, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Michael David WaltonCRD 2805516 · Austin, TX
  IA Registered
• Robert Donald WilliamsCRD 2729509 · Austin, TX
  IA Registered
• Benjamin Cody WhippleCRD 8123587 · Austin, TX
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.