Financial Advisors · profile

Sage Capital Advisors, LLC

Financial Advisors · San Diego, CA

We built this from public sources. If something's wrong, the firm can submit a correction.

Address
11440 W Bernardo Ct STE 300, San Diego, CA 92127, USA · View on Google Maps Google Places
Phone
(844) 279-7243 Google Places
Website
www.sage-cap.com Google Places
Category
Financial Advisors
Directory ratings
  • Google5.0 (1)
As listed on third-party directories · not endorsed
02
Core data

What we found

Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.

Canonical Google Places Independent editorial Self-published Self-published social Press release / wire Aggregated
Fact Value Sources Citations
Fiduciary status Only on listings 0 business.poway.comAggregated sage-cap.comSelf-published zoominfo.comAggregated
How they're paid Only on listings 0 linkedin.comSelf-published social sage-cap.comSelf-published zoominfo.comAggregated
Service delivery model Self-claimed 0 sage-cap.comSelf-published

3 facts·5 sources·0 contested·3 not confirmed

03
What the firm says about itself

Self-claims

What the firm states about itself — operational facts and self-promotion, kept apart.

Stated facts

First-party · firm-stated

First-party operational facts — hours, services, the firm's own descriptors.

Performance claims

Self-described · not endorsed

Self-promotion, kept with its source.

04
Recurring across sources

Themed claims

Claims that recur across sources, clustered by theme — each with its sources and citation count.

No themed claims are currently recorded.

·
At a glance

Key facts

The firm's core identity facts, drawn from the sourced ledger below.

Main location
san diego, cabusiness.poway.comAggregatedpillarwm.comAggregatedyelp.comAggregatedyelp.comAggregatedrocketreach.coAggregatedlinkedin.comSelf-published social
Established in
2012ir.jll.comIndependent editorial
Years in practice
decades of experience · more than 15 years · For over a decade · 20+ years of investment experiencebusiness.poway.comAggregatedsage-cap.comSelf-publishedsage-cap.comSelf-publishedsage-cap.comSelf-published
Registration
SEC registered investment advisersage-cap.comSelf-publisheddyerwealthmanagement.comIndependent editoriallinkedin.comSelf-published social
Professional certifications
CFA · Enrolled Agent · NTPI Fellow · Chartered Financial Analysts (CFAs)sage-cap.comSelf-publishedyelp.comAggregatedsage-cap.comSelf-published
Services
investment sales, equity and debt advisory, joint ventures, recapitalizations, structured finance, construction loans, permanent financings · wealth management · financial planning · tax planningir.jll.comIndependent editorialbusiness.poway.comAggregatedsage-cap.comSelf-publishedsage-cap.comSelf-publishedsage-cap.comSelf-published
Who they work with
individual, business owner, or trustee · Native Americans · plan participants and plan sponsors · individuals with private wealth, small and medium business owners, tribal entitiesbusiness.poway.comAggregatedsage-cap.comSelf-publishedsage-cap.comSelf-publishedsage-cap.comSelf-published
How they invest
disciplined and research-based approach to investing · disciplined, research-based approachsage-cap.comSelf-publishedzoominfo.comAggregated
How they're paid
fee-onlysage-cap.comSelf-publishedlinkedin.comSelf-published socialzoominfo.comAggregated
05
Excerpts from public sources

In their words

Short excerpts from the sources behind this profile. The firm's own wording is marked.

Self-described · not endorsed The firm's own words are tinted and italicised.

Sage Cap was formed in 2012 by John Duffy
ir.jll.com Independent editorial ·
Our process draws upon decades of experience in wealth management.
business.poway.com Aggregated ·
Matt Johnson, CFA® - Andy Nugent, CFA®
sage-cap.com Self-published ·
11440 W Bernardo Ct STE 300, San Diego, CA 92127
pillarwm.com Aggregated ·
Sage Capital Advisors, LLC, 11440 W Bernardo Ct STE 300, United States
us.maptons.com Independent editorial ·
Dyer Wealth Management provides advisory services through Sage Capital Advisors, LLC., an SEC Registered Investment Adviser.
dyerwealthmanagement.com Independent editorial ·
Sage Capital Advisors LLC is based in San Diego, California.
rocketreach.co Aggregated ·
Named "8th Best Stock Picker in North America" by Forbes Magazine in 2005
sagecapadv.com Independent editorial ·
06
Every source, every date

Where every fact comes from

We read 82 mentions across the web and boiled them down to 58 confirmed facts — each with its source, date, and how we checked it.

› Where every fact comes from 58 confirmed facts · 82 mentions read
Fact Value Source Source date How we checked
Accolade 8th best stock picker in north america sagecapadv.comIndependent editorial Verified
Category Financial Advising · 2 sources yelp.comAggregatedyelp.comAggregated Verified
Category financial planner us.maptons.comIndependent editorial Verified
Category Financial Services · 4 sources yelp.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregated Verified
Category Investing yelp.comAggregated Verified
Category Investment Advisory Services bbb.orgAggregated Verified
Category Tax Services yelp.comAggregated Verified
Established in 2012 ir.jll.comIndependent editorial Verified
Featured on sagecapadv.com sagecapadv.comIndependent editorial Verified
Fiduciary status fiduciary · 4 sources sage-cap.comSelf-publishedsage-cap.comSelf-publishedsage-cap.comSelf-publishedzoominfo.comAggregated Verified
Fiduciary status independent fiduciary business.poway.comAggregated Verified
Founded by john duffy ir.jll.comIndependent editorial Verified
Founded by john e. duffy linkedin.comSelf-published social Verified
Founded by robert f. donhauser linkedin.comSelf-published social Verified
Founded by william s. asbill linkedin.comSelf-published social Verified
How they invest disciplined and research-based approach to investing sage-cap.comSelf-published Verified
How they invest disciplined, research-based approach zoominfo.comAggregated Verified
How they're paid fee-only · 3 sources sage-cap.comSelf-publishedlinkedin.comSelf-published socialzoominfo.comAggregated Verified
Main location ca · 3 sources yelp.comAggregatedbbb.orgAggregatedlinkedin.comSelf-published social Verified
Main location chevy chase, md ir.jll.comIndependent editorial Verified
Main location san diego, ca · 6 sources business.poway.comAggregatedpillarwm.comAggregatedyelp.comAggregatedyelp.comAggregatedrocketreach.coAggregatedlinkedin.comSelf-published social Verified
Main location sioux falls, sd · 2 sources business.poway.comAggregatedsage-cap.comSelf-published Verified
Main location us · 3 sources us.maptons.comIndependent editorialbbb.orgAggregatedlinkedin.comSelf-published social Verified
Professional certifications CFA sage-cap.comSelf-published Verified
Professional certifications Chartered Financial Analysts (CFAs) sage-cap.comSelf-published Verified
Professional certifications Enrolled Agent yelp.comAggregated Verified
Professional certifications NTPI Fellow yelp.comAggregated Verified
Registration SEC registered investment adviser · 3 sources sage-cap.comSelf-publisheddyerwealthmanagement.comIndependent editoriallinkedin.comSelf-published social Verified
Service delivery model hybrid sage-cap.comSelf-published Verified
Services accounting services yelp.comAggregated Verified
Services bookkeeping services yelp.comAggregated Verified
Services business plans, product roadmaps, and go-to-market strategies to grow and maximize valuation sagecapadv.comIndependent editorial Verified
Services commercial real estate capital markets advisory services linkedin.comSelf-published social Verified
Services company valuations, risk-adjusted portfolios, retirement plan management sage-cap.comSelf-published Verified
Services consultative financial planning and disciplined investment management sage-cap.comSelf-published Verified
Services consulting services sage-cap.comSelf-published Verified
Services financial planning sage-cap.comSelf-published Verified
Services investment and financial services bbb.orgAggregated Verified
Services investment and wealth management services linkedin.comSelf-published social Verified
Services investment management sage-cap.comSelf-published Verified
Services investment management services sage-cap.comSelf-published Verified
Services investment sales, equity and debt advisory, joint ventures, recapitalizations, structured finance, construction loans, permanent financings ir.jll.comIndependent editorial Verified
Services investment, advisory, and financial management services, minor's trusts, retirement plans, economic development sage-cap.comSelf-published Verified
Services tax planning sage-cap.comSelf-published Verified
Services taxes yelp.comAggregated Verified
Services wealth management · 2 sources business.poway.comAggregatedsage-cap.comSelf-published Verified
Services wealth management, custom financial planning, investment management zoominfo.comAggregated Verified
Who they work with individual, business owner, or trustee business.poway.comAggregated Verified
Who they work with individuals with private wealth, small and medium business owners, tribal entities sage-cap.comSelf-published Verified
Who they work with Native Americans sage-cap.comSelf-published Verified
Who they work with plan participants and plan sponsors sage-cap.comSelf-published Verified
Who they work with small and medium business owners sage-cap.comSelf-published Verified
Who they work with small business owners, affluent individuals, tribal entities, and other professionals · 2 sources sage-cap.comSelf-publishedzoominfo.comAggregated Verified
Years in practice 20+ years of investment experience sage-cap.comSelf-published Verified
Years in practice decades of experience · 2 sources business.poway.comAggregatedsage-cap.comSelf-published Verified
Years in practice For over a decade sage-cap.comSelf-published Verified
Years in practice more than 15 years sage-cap.comSelf-published Verified
Years in practice over a decade of experience zoominfo.comAggregated Verified

How we checked — what each label means·Verified matched its source

07
Registrations & qualifications

Credentials

Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.

Self-asserted

3 · from the firm's own materials · unverified
Investment adviser registration SEC registered investment adviser
Self-asserted · unverified
Source: sage-cap.com

For reference, not advice. Nothing on this page is legal, tax, or financial advice. Current registration and disciplinary status are held by the linked authorities, which are authoritative where this page and they differ.

08
We publish the gaps too

What we do not know

Attributes we couldn't establish from the available sources.

  • — Fiduciary statusOnly on a listing site Only on a listing site
  • — How they're paidOnly on a listing site Only on a listing site
  • — Is RIANothing public to confirm this Nothing public to confirm this
  • — Service delivery modelSelf-claimed, not independently confirmed Self-claimed, not independently confirmed
09

How this page was built

Every fact was extracted from a public source, then re-checked against that source before publishing.

Sources
4
Data refreshed
Compiled
Mentions → facts
82 → 58
Aggregated Self-published Self-published social

Sources consulted

Profile · sage-capital-advisors-llc-a6e8b8c29fe842458d36996c08912d96 Category · Financial Advisors Published by Authoria