Sawyer Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$117,406,889
Clients
45
Advisors
1
of 1 employees
About
Sawyer Capital Management manages approximately $124,876,998 for about 45 clients and provides discretionary investment management and related wealth-planning services to individuals, trusts, charitable organizations, small businesses, and qualified retirement and pension/profit-sharing plans. The firm works with clients to develop written investment policy statements, transition existing portfolios, and deliver ongoing monitoring and reporting.
The firm's investment approach is long-term and asset-allocation driven, grounded in Modern Portfolio Theory and a belief that markets are generally efficient; it implements portfolios primarily through passively managed, asset-class mutual funds and ETFs, with notable use of Dimensional Fund Advisors funds and occasional retention of individual equities for tax or personal reasons. SCM uses tools such as Monte Carlo simulations to derive allocations, conducts regular rebalancing and reviews, and provides participant education and fiduciary monitoring for retirement-plan clients.
Distinctive elements include its recurring pension and profit-sharing plan work and pension consulting services—areas that are statistically uncommon for independent firms of this scale—which cover plan investment platform analysis, investment policy development, and participant education. The firm coordinates plan-level discretionary services and back-office functions with Focus Partners Advisor Solutions, uses DFA research and software, and maintains a formal business continuity and succession arrangement with a larger partner, reflecting deeper integration with third-party platforms than is typical for similar-sized practices.
Client services
Expertise
Fee options
$0 - $500,000: 0.95% $500,000 - $1,000,000: 0.85% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $3,000,000: 0.50% $3,000,000 - $5,000,000: 0.40% $5,000,000+: 0.35%
Account minimum: $250,000
Main office
Wildwood MO
Advisors at this office
1
Most active in
Louisiana · Missouri · Texas
Also doing business as
Sawyer Capital Management · Sawyer Capital Management, Inc.
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.
Quick links
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”)