La Jolla, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Sage Capital Advisors, LLC
Team
Firm-wide stats for Sage Capital Advisors, LLC
About
Sage Capital Advisors primarily serves pension and profit‑sharing plans, plan sponsors and plan participants, as well as individuals, families and certain nonprofit clients. The firm provides discretionary investment management, retirement‑plan consulting and participant education, financial planning and other consulting services, and it may implement strategies through third‑party managers and separately managed account programs.
Sage describes a custom, value‑oriented investment process that blends fundamental and technical analysis to build portfolios tailored to each client’s objectives, using individual equities, ETFs, fixed income, tactical strategies and outside managers. The brochure also discloses that Sage may use options and other derivatives, and may permit borrowing in separately managed accounts, and it offers both discretionary and non‑discretionary management while supporting held‑away account integration via a platform arrangement.
Noteworthy features called out in the brochure include formal retirement‑plan consulting with an acknowledged ERISA fiduciary role and a participant education program that can include seminars or workshops and periodic written communications such as newsletters. The firm also discloses that some representatives are licensed insurance agents (a potential conflict noted in the brochure), offers hourly consulting engagements, and regularly uses sub‑advisers and third‑party managed programs for implementation.
Based on Sage Capital Advisors, LLC
Expertise
Based on Sage Capital Advisors, LLC
Location
5672 La Jolla Boulevard
La Jolla CA 92037
Advisors at this office
3
Advisors at this office
J D
Series 63, Series 65
La Jolla, CA
Sage Capital Advisors, LLC
J Dyer is a financial advisor with Sage Capital Advisors, LLC in La Jolla, CA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been with Sage Capital Advisors since 2011. Outside of his advisory role, Mr. Dyer acts as a sales agent for various insurance companies on an individual basis, which may involve receiving sales commissions. Sage Capital Advisors serves pension and profit-sharing plans, plan sponsors and participants, individuals, families, and certain nonprofit clients. The firm offers discretionary investment management, retirement-plan consulting, participant education, and financial planning, using a custom, value-oriented investment approach that includes individual equities, ETFs, fixed income, tactical strategies, and third-party managers.
Dustin H
Series 65
La Jolla, CA
Sage Capital Advisors, LLC
Dustin Holt is a financial advisor with Sage Capital Advisors, LLC in La Jolla, CA, holding a Series 65 license and having seven years of industry experience. His career includes roles at LPL Financial, Trilogy Capital, and National Planning Corporation prior to joining Sage in 2020. Outside of his advisory work, Mr. Holt acts as a sales agent for various insurance companies, operating individually and not through Sage. Sage Capital Advisors serves pension and profit-sharing plans, plan sponsors and participants, as well as individual and nonprofit clients. The firm offers discretionary investment management, retirement-plan consulting, participant education, and financial planning using a custom, value-oriented process that incorporates fundamental and technical analysis, individual equities, ETFs, fixed income, tactical strategies, and third-party managers.
Andrew N
CFA®, Series 63, Series 65
La Jolla, CA
Sage Capital Advisors, LLC
Andrew Nugent is a CFA charterholder with 26 years of industry experience. He has worked at Sage Capital Advisors, LLC since 2018 and previously spent seven years at Brandes Investment Partners, L.P. He holds Series 63 and Series 65 licenses. Sage Capital Advisors primarily serves pension and profit-sharing plans, plan sponsors and participants, as well as individuals, families, and certain nonprofit clients. The firm employs a custom, value-oriented investment approach that combines fundamental and technical analysis to create portfolios tailored to client objectives, utilizing individual equities, ETFs, fixed income, tactical strategies, and third-party managers.
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