Sage Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sage Capital Advisors, LLC provides fee-based investment advisory and financial planning services to individual and business clients. The firm offers custom portfolio management on a non-discretionary basis and tailors advice through meetings and ongoing review rather than by accepting custody of client assets.
The adviser follows a tactical allocation approach intended to reduce risk and seek improved performance, drawing on fundamental, technical and cyclical analysis when formulating recommendations. It may recommend a broad mix of instruments — including equities, mutual funds, fixed income, options and cash positions used as hedges — and obtains client approval before executing transactions.
What is distinctive about the firm is its emphasis on non‑discretionary management; the brochure reports $8.25 million in non‑discretionary assets under management as of December 31, 2024, and clients retain approval of trades and proxy voting authority. The firm also discloses prior regulatory matters involving its principal and does not participate in wrap-fee or performance-based fee programs.
Client services
Expertise
Fee options
Financial planning fees have a maximum one-time fee of $10,000
$0+: 0.5% per annum +: Up to 2.2% per annum
$500 per hour for financial planning services
Fee-only: Negotiable percentage of assets under management ranging from 0.5% to 2.2% per annum; average fee approx. 1.35% per annum; fees are negotiable and may be reduced or waived at discretion of management
Main office
Metairie LA
Advisors at this office
1
Most active in
Louisiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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