# Sage Capital Advisors, LLC

> 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.

- CRD: 136577
- Filed as: SAGE CAPITAL ADVISORS, LLC
- Also doing business as: BAYOU CITY INVESTMENT ADVISORS, DYER WEALTH MANAGEMENT, MALONE CAPITAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sioux Falls, SD
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/136577
- AdvisorCensus page: https://advisorcensus.com/firm/sage-capital-advisors-llc-sioux-falls-sd-136577

## Quick answers

**How is Sage Capital Advisors, LLC compensated?**
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.

**How much does Sage Capital Advisors, LLC charge?**
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.

**Where is Sage Capital Advisors, LLC located?**
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).

**Is Sage Capital Advisors, LLC registered with the SEC or a state?**
Sage Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 136577.

**How much does Sage Capital Advisors, LLC manage?**
Sage Capital Advisors, LLC reports $672,828,607 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (88% discretionary).

**How have Sage Capital Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Sage Capital Advisors, LLC serve?**
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).

**Which custodians does Sage Capital Advisors, LLC use?**
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.

**Does Sage Capital 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/136577

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated September 29, 2025)

- Hourly rate: $250 an hour (various consulting services a client may request)

> 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.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- 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: $672,828,607
- Discretionary: $590,215,271
- Non-discretionary: $82,613,336

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 138 | $37,351,821 |
| High net worth individuals | 82 | $261,797,662 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $84,605,900 |
| Charitable organizations | 1 | $1,029,812 |
| Corporations or other businesses not listed above | 9 | $288,043,412 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2005 (21 years)
- Employees: 8 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, LA, MD, MN, NE, NH, SD, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- La Jolla, CA
- Tomball, TX

### Websites listed on Form ADV (Item 1.I)
- bayouadvisors.com
- dyerwealthmanagement.com
- linktr.ee/dyer.cat
- retirementpowerplay.buzzsprout.com
- sage-cap.com
- sage-cap.lpages.co/btn
- Facebook @DyerWM
- Facebook @Sage-Capital-Advisors-102752004998132
- LinkedIn @dyer-wealth-management
- LinkedIn @sage-capital-advisors-llc
- LinkedIn @andy-nugent-cfa
- LinkedIn @cassidylawver
- LinkedIn @diana-blair-sage
- LinkedIn @dustin-holt-930b217b
- LinkedIn @matt-johnson-cfa-b2a8b96
- LinkedIn @tdyer
- X @dyerwealth
- YouTube @UCHS6DAltb1s7j4OhpTs4_ag

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $401,303,561 | 7 | September 23, 2021 |
| October 2022 | $359,771,865 | 8 | September 23, 2022 |
| October 2023 | $556,117,306 | 8 | September 29, 2023 |
| October 2024 | $581,485,645 | 8 | September 30, 2024 |
| October 2025 | $581,485,645 | 8 | June 10, 2025 |
| October 2026 | $672,828,607 | 8 | September 29, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sage Capital Advisors, LLC (CRD 136577): Form ADV filing data as of October 2026.