S
Sage Capital Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,500,000
Clients
51
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
51
HighAverage account size
$186,275
About
Sage Capital Advisors, LLC provides fee-based investment advisory and financial planning services to individual and business clients. The firm offers custom portfolio management on a non-discretionary basis and tailors advice through meetings and ongoing review rather than by accepting custody of client assets.
The adviser follows a tactical allocation approach intended to reduce risk and seek improved performance, drawing on fundamental, technical and cyclical analysis when formulating recommendations. It may recommend a broad mix of instruments — including equities, mutual funds, fixed income, options and cash positions used as hedges — and obtains client approval before executing transactions.
What is distinctive about the firm is its emphasis on non‑discretionary management; the brochure reports $8.25 million in non‑discretionary assets under management as of December 31, 2024, and clients retain approval of trades and proxy voting authority. The firm also discloses prior regulatory matters involving its principal and does not participate in wrap-fee or performance-based fee programs.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Fee options
Financial planning fees have a maximum one-time fee of $10,000
$0+: 0.5% per annum +: Up to 2.2% per annum
$500 per hour for financial planning services
Fee-only: Negotiable percentage of assets under management ranging from 0.5% to 2.2% per annum; average fee approx. 1.35% per annum; fees are negotiable and may be reduced or waived at discretion of management
Main office location
Sage Capital Advisors, LLC
Metairie LA, United States
Number of offices
1
Most active in
Sage Capital Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")