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 2 of 2

• Cullen Krull ReifCRD 5822463 · Newport Beach, CA
  IA RegisteredRegistration inactive
• Patrick Thomas RaynorCRD 6824833 · Omaha, NE
  IA Registered
• David ShnapekCRD 4839236 · Redwood City, CA
  IA RegisteredRegistration inactive
• Jonathan Edward St. ClairCRD 6044375 · Atlanta, GA
  IA RegisteredRegistration inactive
• Brien Todd StewartCRD 5469684 · Knoxville, TN
  IA RegisteredRegistration inactive
• Garrett Justin StinsonCRD 3134870 · Newport Beach, CA
  IA RegisteredRegistration inactive
• Robert Todd TretheweyCRD 4075824 · Fulton, MD
  IA RegisteredRegistration inactive
• Adam Mitchell VoesteCRD 7839730 · Newport Beach, CA
  IA Registered
• Larkin Stockdale WalshCRD 2520194 · Atlanta, GA
  IA Registered
• Michael Alan WarfordCRD 5913780 · Oakbrook Terrace, IL
  IA Registered
• Joseph Tyler WhatleyCRD 7408319 · Knoxville, TN
  IA Registered
• Steven Donald WoodleyCRD 2615982 · Eden Prairie, MN
  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.