Sage Wealth Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sage Wealth Capital is an independent, single‑advisor registered investment adviser that provides ongoing asset management and financial planning services. The firm works with individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities, and holds managed accounts at SEI Private Trust Company for custody and trade execution.
The investment approach emphasizes wealth preservation and long‑term capital growth through a disciplined, predominantly top‑down process that blends tactical and strategic asset allocation. Equity selection follows a Growth‑at‑a‑Reasonable‑Price (GARP) framework with a proprietary four‑step (“four barrel”) screening for consistent revenue and earnings growth and a preference for mid/large‑cap holdings, while fixed‑income portfolios are managed with laddering and attention to duration and credit quality.
What is distinctive for a firm of this size is the firm’s willingness to use performance‑based fee arrangements for “qualified clients” and the documented controls (including high‑water‑mark calculations and policies to address conflicts) that accompany those arrangements — a practice that is uncommon among independent advisers. The firm also uses sub‑advised and model solutions provided by an institutional partner (SEI) and offers financial planning and consulting without an additional charge.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.000% $2,000,001 - $5,000,000: 0.600% $5,000,001 - $10,000,000: 0.500% $10,000,001+: 0.300%
Performance fees of up to 2% of AUM if quarterly performance exceeds S&P 500 by 2%, with no fee if below; fees payable quarterly in arrears; applicable only to qualified clients with at least $1 million AUM or $2 million net worth.
Main office
Wellesley MA
Advisors at this office
1
Most active in
Massachusetts · Michigan
Also doing business as
Four Barrel Capital · Four Barrel Capital, LLC · Sage Wealth Capital
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)