Sageview Advisory Group, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

126777

SEC number

801-64265

Firm type

RIA

Assets under management

$37.5B as of Mar 31, 2026

Website

facebook.com/SAGEVIEWADVISORYGROUP ↗

Phone

800-814-8742

Address

4000 Macarthur Blvd., Newport Beach, CA, 92660

Advisors at this firm

62 in our index · page 1 of 2

• Thomas John ArcuriCRD 5154218 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Lukas Joseph ArnerichCRD 5773954 · Portland, OR
  IA Registered
• Rodney BalbuenaCRD 2571058 · Newport Beach, CA
  IA RegisteredRegistration inactive
• Lucas M BartonCRD 5105613 · Soutlake, TX
  IA RegisteredRegistration inactive
• Justin Frederick BogartCRD 4609893 · West Palm Beach, FL
  IA RegisteredRegistration inactive
• Ryan James BiggsCRD 6820730 · Scottsdale, AZ
  IA Registered
• Jon Clarke ChambersCRD 2678608 · Newport Beach, CA
  IA Registered
• Ann Felkner CheuCRD 4006015 · Redwood City, CA
  IA Registered
• Catherine Constance ChristCRD 2113549 · Newport Beach, CA
  IA RegisteredRegistration inactive
• Kristen L CockroftCRD 5478393 · Pike Road, AL
  IA RegisteredRegistration inactive
• Margarita CrossCRD 6557801 · Redwood City, CA
  IA RegisteredRegistration inactive
• Larry Robert DeatherageCRD 2205503 · San Diego, CA
  IA RegisteredRegistration inactive
• Maressa Etzig-MarinCRD 1949064 · West Palm Beach, FL
  IA RegisteredRegistration inactive
• John Phillip EvansCRD 4169265 · Fulton, MD
  IA RegisteredRegistration inactive
• John Aylward FletcherCRD 6094352 · Overland Park, KS
  IA RegisteredRegistration inactive
• Mark Stevens ForkeyCRD 2271963 · Denver, CO
  IA RegisteredRegistration inactive
• Anthony FranchimoneCRD 2124521 · San Diego, CA
  IA RegisteredRegistration inactive
• Richard A GinelCRD 5090898 · Knoxville, TN
  IA RegisteredRegistration inactive
• Jeffrey Micheal GrattonCRD 3193171 · Wayzata, MN
  IA RegisteredRegistration inactive
• Matthew James GulsethCRD 3061492 · Eden Prairie, MN
  IA RegisteredRegistration inactive
• Alexis Erin GallatiCRD 7278875 · Knoxville, TN
  IA Registered
• Susan Lynn HajekCRD 1536518 · Newport Beach, CA
  IA RegisteredRegistration inactive
• Matthew Craig HammondsCRD 2458125 · Newport Beach, CA
  IA RegisteredRegistration inactive
• Clinton Edward HeineCRD 3238542 · Glenview, IL
  IA RegisteredRegistration inactive
• Irving Monroe IsaacsonCRD 1947009 · Pheonix, AZ
  IA Registered
• Mallory Faye JacksonCRD 7082059 · Knoxville, TN
  IA Registered
• Nicholas Lawrence JahnCRD 5862580 · Knoxville, TN
  IA RegisteredRegistration inactive
• Julie Jiyoun KimCRD 2375286 · Newport Beach, CA
  IA RegisteredRegistration inactive
• Mark Howard KordonskyCRD 2617820 · Newport Beach, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Lisa Anna KoscielnyCRD 4838799 · Knoxville, TN
  IA Registered
• Rodney KauffmanCRD 7068112 · Newport Beach, CA
  IA RegisteredRegistration inactive
• Nichole Reidy LabottCRD 5283078 · Glen Allen, VA
  IA RegisteredRegistration inactive
• John Ahern LockwoodCRD 6601455 · Boston, MA
  IA RegisteredRegistration inactive
• David Wayde LumCRD 2073428 · Honolulu, HI
  IA RegisteredRegistration inactive
• Christopher John LogiuratoCRD 6690708 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Michael John MaloneCRD 4654231 · Pheonix, AZ
  IA Registered
• Michael Oliver McatamneyCRD 1985035 · Peoria, AZ
  IA RegisteredRegistration inactive
• James Dean McdonaldCRD 1683371 · Eden Prairie, MN
  IA RegisteredRegistration inactive
• Brian MahoneyCRD 5398810 · Boston, MA
  IA Registered
• Paul Gareth NacarioCRD 2158914 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Robert John NollCRD 2566822 · Wayzata, MN
  IA RegisteredRegistration inactive
• Doug Michael O'rearCRD 5286903 · Middletown, MD
  IA RegisteredRegistration inactive
• Jacob Samuel OshaughnessyCRD 3225071 · Portland, OR
  IA Registered
• Scott Robertson OndekCRD 5694973 · Redwood City, CA
  IA RegisteredRegistration inactive
• Sarah Elizabeth ParkerCRD 5128945 · Columbia Station, OH
  IA Registered
• Stuart James PaymentCRD 6307319 · Portland, OR
  IA Registered
• Jeffrey Michael PetroneCRD 4493858 · West Palm Beach, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Stephen Richard PopperCRD 2699822 · Boston, MA
  IA RegisteredRegistration inactive
• William Robert PoschCRD 4427205 · Redwood City, CA
  IA RegisteredRegistration inactive
• Christopher Gerard ReaganCRD 1834267 · Chicago, IL
  IA RegisteredRegistration inactive

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.