# 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.

- CRD: 301328
- Filed as: SAGE ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Edmonds, WA
- Filing period: October 2026
- Form ADV filing dated: January 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301328
- AdvisorCensus page: https://advisorcensus.com/firm/sage-advisors-llc-edmonds-wa-301328

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 8, 2026)

- Account minimum: None

> We do not have any minimum advisory fees or opening account size requirements.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $575,147,683
- Discretionary: $535,853,562
- Non-discretionary: $39,294,121

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 525 | $143,315,046 |
| High net worth individuals | 150 | $374,848,483 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 13 | $54,517,483 |
| Charitable organizations | 2 | $2,466,671 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 11 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, ID, NC, NY, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sageadvisorsllc.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $273,000,000 | 9 | May 6, 2021 |
| October 2022 | $381,000,000 | 10 | August 22, 2022 |
| October 2023 | $383,270,000 | 11 | October 2, 2023 |
| October 2024 | $427,047,866 | 11 | January 3, 2024 |
| October 2025 | $482,399,894 | 10 | January 3, 2025 |
| October 2026 | $575,147,683 | 11 | January 8, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sage Advisors, LLC (CRD 301328): Form ADV filing data as of October 2026.