AdvisorCensus / Financial advisors / Washington / Seattle / Sage Advisors, LLC
Sage Advisors, LLC is an SEC-registered investment advisory firm in Edmonds, WA, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated January 8, 2026.
Quick answers
From the filingHow is Sage Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Sage Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Sage Advisors, LLC located?
Sage Advisors, LLC's principal office is in Edmonds, WA, according to its Form ADV.
Is Sage Advisors, LLC registered with the SEC or a state?
Sage Advisors, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 301328.
How much does Sage Advisors, LLC manage?
Sage Advisors, LLC reports $575,147,683 in regulatory assets under management in its Form ADV filing dated January 8, 2026 (93% discretionary).
How have Sage Advisors, LLC's assets and staff changed since 2021?
In the Form ADV data for Sage Advisors, LLC: Regulatory assets under management: $273,000,000 in the October 2021 data and $575,147,683 in the October 2026 data, up 111%. Total employees: 9 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Sage Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (525); high net worth individuals (150); pension and profit sharing plans (but not the plan participants or government pension plans) (13).
Which custodians does Sage Advisors, LLC use?
Sage Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Sage Advisors, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/301328
Does Sage Advisors, LLC state an account minimum?
Its Form ADV Part 2A brochure dated January 8, 2026 says: "We do not have any minimum advisory fees or opening account size requirements."
What changed in Sage Advisors, LLC's recent Form ADV filings?
In the February 2026 filing data: Regulatory assets under management went from $482,399,894 to $575,147,683 (+19%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
We do not have any minimum advisory fees or opening account size requirements.
As stated in the firm's Form ADV Part 2A brochure dated January 8, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$575,147,683 as of October 2026, filing dated January 8, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2019 (7 years)
- Employees
- Total: 11. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
10 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $575,147,683 | 11 | January 8, 2026 |
| October 2025 | $482,399,894 | 10 | January 3, 2025 |
| October 2024 | $427,047,866 | 11 | January 3, 2024 |
| October 2023 | $383,270,000 | 11 | October 2, 2023 |
| October 2022 | $381,000,000 | 10 | August 22, 2022 |
| October 2021 | $273,000,000 | 9 | May 6, 2021 |
Regulatory assets under management: $273,000,000 in the October 2021 data and $575,147,683 in the October 2026 data, up 111%.
Total employees: 9 in October 2021 and 11 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- February 2026
- Regulatory assets under management went from $482,399,894 to $575,147,683 (+19%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Sage Advisors, LLC (CRD 301328): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/sage-advisors-llc-edmonds-wa-301328