Sawyer Investment Management Company
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$337,000
Clients
4
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
LowAverage account size
$84,250
About
Sawyer Investment Management Company is a small, state-registered independent investment adviser that provides discretionary portfolio management to individual investors. The firm manages separate equity accounts for a limited number of clients and helps develop tailored investment plans based on each client's risk tolerance, expected return, and constraints.
The adviser constructs portfolios using extensive fundamental analysis and generally concentrates client assets in publicly traded bank holding companies, seeking to balance return while attempting to limit volatility. Accounts are managed on a discretionary basis, reviewed monthly, and the firm may use margin opportunistically when aligned with a client's objectives.
The owner holds accounting and investment credentials and operates affiliated accounting practices, including a firm that provides audit services — an affiliation the brochure notes and that is uncommon among independent advisers. The firm also follows the CFA Institute codes of conduct, accepts proxy voting authority for client securities, and uses a single broker-dealer for trade execution and custody.
Client services
Portfolio management
Expertise
Concentrated stock management
Fee options
0% to 1% annually (negotiable)
Account minimum: $5,000
Main office location
Sawyer Investment Management Company
1005 Glade Road, Suite 135
Colleyville TX 76034, United States
Number of offices
1
Most active in
Sawyer Investment Management Company has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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