{
  "crd_number": 136577,
  "slug": "sage-capital-advisors-llc-sioux-falls-sd-136577",
  "primary_business_name": "SAGE CAPITAL ADVISORS, LLC",
  "legal_name": "SAGE CAPITAL ADVISORS, LLC",
  "dbas": [
    "BAYOU CITY INVESTMENT ADVISORS",
    "DYER WEALTH MANAGEMENT",
    "MALONE CAPITAL ADVISORS, LLC"
  ],
  "city": "Sioux Falls",
  "state": "SD",
  "country": "United States",
  "cbsa_code": "43620",
  "metro": {
    "cbsa_code": "43620",
    "common_name": "Sioux Falls",
    "msa_name": "Sioux Falls, SD-MN",
    "path": "/advisors/sd/sioux-falls"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2005-08-22",
  "years_registered": 21,
  "period": "2026-10-01",
  "filing_date": "2026-09-29",
  "carried_forward": false,
  "raum_total": 672828607.0,
  "raum_discretionary": 590215271.0,
  "raum_non_discretionary": 82613336.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 8,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1029812.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 37351821.0,
      "count": 138
    },
    "pension_profit_sharing": {
      "raum": 84605900.0,
      "count": 2,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 261797662.0,
      "count": 82
    },
    "corporations_other_businesses": {
      "raum": 288043412.0,
      "count": 9
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "LA",
    "MD",
    "MN",
    "NE",
    "NH",
    "SD",
    "TX"
  ],
  "websites": [
    "https://bayouadvisors.com",
    "https://dyerwealthmanagement.com",
    "https://facebook.com/DyerWM",
    "https://facebook.com/Sage-Capital-Advisors-102752004998132",
    "https://linkedin.com/company/dyer-wealth-management",
    "https://linkedin.com/company/sage-capital-advisors-llc",
    "https://linkedin.com/in/andy-nugent-cfa",
    "https://linkedin.com/in/cassidylawver",
    "https://linkedin.com/in/diana-blair-sage",
    "https://linkedin.com/in/dustin-holt-930b217b",
    "https://linkedin.com/in/matt-johnson-cfa-b2a8b96",
    "https://linkedin.com/in/tdyer",
    "https://linktr.ee/dyer.cat",
    "https://retirementpowerplay.buzzsprout.com",
    "https://sage-cap.com",
    "https://sage-cap.lpages.co/btn?inf_contact_key=5cd8583a28c8840c2b396fdc148a4856",
    "https://twitter.com/dyerwealth",
    "https://youtube.com/channel/UCHS6DAltb1s7j4OhpTs4_ag"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/136577",
  "city_as_filed": "SIOUX FALLS",
  "url": "https://advisorcensus.com/firm/sage-capital-advisors-llc-sioux-falls-sd-136577",
  "display_name": "Sage Capital Advisors, LLC",
  "summary": "Sage Capital Advisors, LLC is an SEC-registered investment advisory firm in Sioux Falls, SD, registered since 2005, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 29, 2026.",
  "citation": "AdvisorCensus. Sage Capital Advisors, LLC (CRD 136577): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Sage Capital Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sage Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Sage Capital Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated September 29, 2025 states: Hourly rate: $250 an hour (various consulting services a client may request). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Sage Capital Advisors, LLC located?",
      "a": "Sage Capital Advisors, LLC's principal office is in Sioux Falls, SD, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Sage Capital Advisors, LLC registered with the SEC or a state?",
      "a": "Sage Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 136577."
    },
    {
      "q": "How much does Sage Capital Advisors, LLC manage?",
      "a": "Sage Capital Advisors, LLC reports $672,828,607 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (88% discretionary)."
    },
    {
      "q": "How have Sage Capital Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Sage Capital Advisors, LLC: Regulatory assets under management: $401,303,561 in the October 2021 data and $672,828,607 in the October 2026 data, up 68%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Sage Capital Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (138); high net worth individuals (82); corporations or other businesses not listed above (9)."
    },
    {
      "q": "Which custodians does Sage Capital Advisors, LLC use?",
      "a": "Sage Capital Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Sage Capital Advisors, LLC report any disciplinary disclosures?",
      "a": "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/136577"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 401303561.0,
      "total_employees": 7,
      "filing_date": "2021-09-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 359771865.0,
      "total_employees": 8,
      "filing_date": "2022-09-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 556117306.0,
      "total_employees": 8,
      "filing_date": "2023-09-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 581485645.0,
      "total_employees": 8,
      "filing_date": "2024-09-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 581485645.0,
      "total_employees": 8,
      "filing_date": "2025-06-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 672828607.0,
      "total_employees": 8,
      "filing_date": "2026-09-29"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated September 29, 2025",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 an hour (various consulting services a client may request)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (various consulting services a client may request)"
        ],
        "quotes": [
          "Clients may engage Sage on an hourly fee basis. Hourly fees are usually charged for various consulting services a client may request. Hourly fees are $ 250.00 per hour or a predetermined fee starting at $1,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "various consulting services a client may request"
        }
      ]
    },
    "quotes": [
      "Clients may engage Sage on an hourly fee basis. Hourly fees are usually charged for various consulting services a client may request. Hourly fees are $ 250.00 per hour or a predetermined fee starting at $1,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/sage-capital-advisors-llc-sioux-falls-sd-136577.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 138,
      "fewer_than_5": false,
      "raum": 37351821.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 82,
      "fewer_than_5": false,
      "raum": 261797662.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 84605900.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1029812.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 9,
      "fewer_than_5": false,
      "raum": 288043412.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/136577",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}