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SAGE CAPITAL ADVISORS, LLC

SIOUX FALLS, SD · CRD 136577 · IAPD ↗ · 844-279-7243

$672.8MRegulatory AUM
7Advisory reps
8Employees
3Clients
1-10Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
October 2026 — SAGE CAPITAL ADVISORS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
June 2025 — SAGE CAPITAL ADVISORS, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
October 2024 — SAGE CAPITAL ADVISORS, LLC changed its website from retirementpowerplay.buzzsprout.com to sage-cap.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.