A complete list of active advisors currently associated with Sage Capital Advisors, LLC

Warmer can help you find a great advisor at Sage Capital Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Sage Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.