Sage Capital Advisors, LLC
Identity
- Name
- Sage Capital Advisors, LLC
- Formatted address
- 11440 W Bernardo Ct STE 300, San Diego, CA 92127, USA
- Phone
- (844) 279-7243
- Website
- https://www.sage-cap.com/
- Primary category
- Consultant
- Hours
- Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
- Map reference
- https://maps.google.com/?cid=901901554656044116&g_mp=CiVnb29nbGUubWFwcy5wbGFjZXMudjEuUGxhY2VzLkdldFBsYWNlEAIYBCAA
Attribute Matrix
| Attribute | Value | Sources | Latest source date | Freshness | Citations |
|---|---|---|---|---|---|
| fiduciary_status | yes | 2 | fresh |
|
|
| compensation_model | fee_only | 2 | fresh |
|
|
| service_delivery_model | not-established | 0 | fresh |
|
Self-Claims
Firm Stated Facts
-
client_specializations: individuals with private wealth, small and medium business owners, tribal entities
- sage-cap.com https://www.sage-cap.com/who-we-serve self-published
-
client_specializations: Native Americans
- sage-cap.com https://www.sage-cap.com/our-process self-published
-
client_specializations: plan participants and plan sponsors
- sage-cap.com https://www.sage-cap.com/our-services-and-fees self-published
-
client_specializations: small and medium business owners
- sage-cap.com https://www.sage-cap.com/about self-published
-
client_specializations: small business owners, affluent individuals, tribal entities, and other professionals
- sage-cap.com https://www.sage-cap.com/ self-published
-
compensation_model: fee-only
- sage-cap.com https://www.sage-cap.com/ self-published
-
fiduciary_status: fiduciary
- sage-cap.com https://www.sage-cap.com/about self-published
-
fiduciary_status: fiduciary
- sage-cap.com https://www.sage-cap.com/ self-published
-
fiduciary_status: fiduciary
- sage-cap.com https://www.sage-cap.com/our-services-and-fees self-published
-
professional_certifications: CFA
- sage-cap.com https://www.sage-cap.com/blog self-published
-
professional_certifications: Chartered Financial Analysts (CFAs)
- sage-cap.com https://www.sage-cap.com/about self-published
-
regulatory_registration: SEC registered investment adviser
- sage-cap.com https://www.sage-cap.com/copy-of-disclosures self-published
-
service_delivery_model: hybrid
- sage-cap.com https://www.sage-cap.com/our-process self-published
-
services_offered: company valuations, risk-adjusted portfolios, retirement plan management
- sage-cap.com https://www.sage-cap.com/who-we-serve self-published
-
services_offered: consultative financial planning and disciplined investment management
- sage-cap.com https://www.sage-cap.com/ self-published
-
services_offered: consulting services
- sage-cap.com https://www.sage-cap.com/our-services-and-fees self-published
-
services_offered: financial planning
- sage-cap.com https://www.sage-cap.com/get-started self-published
-
services_offered: investment management services
- sage-cap.com https://www.sage-cap.com/our-services-and-fees self-published
-
services_offered: investment management
- sage-cap.com https://www.sage-cap.com/our-process self-published
-
services_offered: investment, advisory, and financial management services, minor's trusts, retirement plans, economic development
- sage-cap.com https://www.sage-cap.com/who-we-serve self-published
-
services_offered: tax planning
- sage-cap.com https://www.sage-cap.com/our-process self-published
-
services_offered: wealth management
- sage-cap.com https://www.sage-cap.com/about self-published
-
years_in_practice: 20+ years of investment experience
- sage-cap.com https://www.sage-cap.com/about self-published
-
years_in_practice: decades of experience
- sage-cap.com https://www.sage-cap.com/who-we-serve self-published
-
years_in_practice: For over a decade
- sage-cap.com https://www.sage-cap.com/ self-published
-
years_in_practice: more than 15 years
- sage-cap.com https://www.sage-cap.com/who-we-serve self-published
Performance Claims
-
investment_methodology: disciplined and research-based approach to investing
Self-described; not endorsed.
- sage-cap.com https://www.sage-cap.com/ self-published
Themed Claims
-
regulatory registration: sec registered investment adviser
Citation count: 2
- dyerwealthmanagement.com https://www.dyerwealthmanagement.com/contact.html independent
- linkedin.com https://www.linkedin.com/company/sage-capital-advisors-llc independent
Claim Ledger
| Predicate or attribute | Value | Source URL | Source date | Verdict | Citation |
|---|---|---|---|---|---|
| professional_certifications | CFA | https://www.sage-cap.com/blog | kept |
|
|
| located_in | 584bd565-1e2a-413d-987f-b3111e1328b6 | https://www.sage-cap.com/copy-of-disclosures | kept |
|
|
| regulatory_registration | SEC registered investment adviser | https://www.sage-cap.com/copy-of-disclosures | kept |
|
|
| services_offered | financial planning | https://www.sage-cap.com/get-started | kept |
|
|
| client_specializations | Native Americans | https://www.sage-cap.com/our-process | kept |
|
|
| services_offered | tax planning | https://www.sage-cap.com/our-process | kept |
|
|
| services_offered | investment management | https://www.sage-cap.com/our-process | kept |
|
|
| service_delivery_model | hybrid | https://www.sage-cap.com/our-process | kept |
|
|
| client_specializations | plan participants and plan sponsors | https://www.sage-cap.com/our-services-and-fees | kept |
|
|
| services_offered | consulting services | https://www.sage-cap.com/our-services-and-fees | kept |
|
|
| services_offered | investment management services | https://www.sage-cap.com/our-services-and-fees | kept |
|
|
| fiduciary_status | fiduciary | https://www.sage-cap.com/our-services-and-fees | kept |
|
|
| client_specializations | individuals with private wealth, small and medium business owners, tribal entities | https://www.sage-cap.com/who-we-serve | kept |
|
|
| services_offered | investment, advisory, and financial management services, minor's trusts, retirement plans, economic development | https://www.sage-cap.com/who-we-serve | kept |
|
|
| years_in_practice | decades of experience | https://www.sage-cap.com/who-we-serve | kept |
|
|
| years_in_practice | more than 15 years | https://www.sage-cap.com/who-we-serve | kept |
|
|
| services_offered | company valuations, risk-adjusted portfolios, retirement plan management | https://www.sage-cap.com/who-we-serve | kept |
|
|
| categorized_as | Financial Services | https://www.yelp.com/biz/sage-financial-planning-san-diego | kept |
|
|
| categorized_as | Financial Advising | https://www.yelp.com/biz/sage-financial-planning-san-diego | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.yelp.com/biz/sage-financial-planning-san-diego | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.yelp.com/biz/sage-investment-group-pasadena | kept |
|
|
| categorized_as | Financial Services | https://www.yelp.com/biz/sage-investment-group-pasadena | kept |
|
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| categorized_as | Financial Advising | https://www.yelp.com/biz/sage-investment-group-pasadena | kept |
|
|
| categorized_as | Financial Services | https://www.yelp.com/biz/san-diego-business-advisors-san-diego-2 | kept |
|
|
| services_offered | accounting services | https://www.yelp.com/biz/san-diego-business-advisors-san-diego-2 | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.yelp.com/biz/san-diego-business-advisors-san-diego-2 | kept |
|
|
| services_offered | bookkeeping services | https://www.yelp.com/biz/san-diego-business-advisors-san-diego-2 | kept |
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|
| services_offered | taxes | https://www.yelp.com/biz/san-diego-business-advisors-san-diego-2 | kept |
|
|
| professional_certifications | Enrolled Agent | https://www.yelp.com/biz/san-diego-business-advisors-san-diego-2 | kept |
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| categorized_as | Tax Services | https://www.yelp.com/biz/san-diego-business-advisors-san-diego-2 | kept |
|
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| professional_certifications | NTPI Fellow | https://www.yelp.com/biz/san-diego-business-advisors-san-diego-2 | kept |
|
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| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://us.maptons.com/p/14395940671 | kept |
|
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| categorized_as | financial planner | https://us.maptons.com/p/14395940671 | kept |
|
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| regulatory_registration | SEC Registered Investment Adviser | https://www.dyerwealthmanagement.com/contact.html | kept |
|
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| years_in_practice | decades of experience | https://business.poway.com/list/member/sage-capital-advisors-llc-san-diego-10948.htm | kept |
|
|
| fiduciary_status | independent fiduciary | https://business.poway.com/list/member/sage-capital-advisors-llc-san-diego-10948.htm | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://business.poway.com/list/member/sage-capital-advisors-llc-san-diego-10948.htm | kept |
|
|
| client_specializations | individual, business owner, or trustee | https://business.poway.com/list/member/sage-capital-advisors-llc-san-diego-10948.htm | kept |
|
|
| services_offered | wealth management | https://business.poway.com/list/member/sage-capital-advisors-llc-san-diego-10948.htm | kept |
|
|
| located_in | 584bd565-1e2a-413d-987f-b3111e1328b6 | https://business.poway.com/list/member/sage-capital-advisors-llc-san-diego-10948.htm | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://pillarwm.com/investment-firms/listing/sage-capital-advisors-llc/ | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://rocketreach.co/sage-capital-advisors-llc-profile_b5efb5f4f42e715c | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.bbb.org/us/ca/la-jolla/profile/investment-advisory-services/sage-capital-advisors-llc-1126-50000012 | json_ld_parsed |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.bbb.org/us/ca/la-jolla/profile/investment-advisory-services/sage-capital-advisors-llc-1126-50000012 | json_ld_parsed |
|
|
| categorized_as | LocalBusiness | https://www.bbb.org/us/ca/la-jolla/profile/investment-advisory-services/sage-capital-advisors-llc-1126-50000012 | json_ld_parsed |
|
|
| services_offered | investment and financial services | https://www.bbb.org/us/ca/la-jolla/profile/investment-advisory-services/sage-capital-advisors-llc-1126-50000012 | kept |
|
|
| categorized_as | Investment Advisory Services | https://www.bbb.org/us/ca/la-jolla/profile/investment-advisory-services/sage-capital-advisors-llc-1126-50000012 | kept |
|
|
| services_offered | consultative financial planning and disciplined investment management | https://www.sage-cap.com/ | kept |
|
|
| compensation_model | fee-only | https://www.sage-cap.com/ | kept |
|
|
| investment_methodology | disciplined and research-based approach to investing | https://www.sage-cap.com/ | kept |
|
|
| years_in_practice | For over a decade | https://www.sage-cap.com/ | kept |
|
|
| fiduciary_status | fiduciary | https://www.sage-cap.com/ | kept |
|
|
| client_specializations | small business owners, affluent individuals, tribal entities, and other professionals | https://www.sage-cap.com/ | kept |
|
|
| professional_certifications | Chartered Financial Analysts (CFAs) | https://www.sage-cap.com/about | kept |
|
|
| years_in_practice | 20+ years of investment experience | https://www.sage-cap.com/about | kept |
|
|
| client_specializations | small and medium business owners | https://www.sage-cap.com/about | kept |
|
|
| services_offered | wealth management | https://www.sage-cap.com/about | kept |
|
|
| fiduciary_status | fiduciary | https://www.sage-cap.com/about | kept |
|
|
| categorized_as | Investing | https://www.yelp.com/biz/sage-capital-advisors-la-jolla | kept |
|
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| categorized_as | Financial Services | https://www.yelp.com/biz/sage-capital-advisors-la-jolla | kept |
|
|
| has_accolade | 971795de-dfd9-4f40-a775-9668cc963a43 | http://www.sagecapadv.com/ | kept |
|
|
| services_offered | business plans, product roadmaps, and go-to-market strategies to grow and maximize valuation | http://www.sagecapadv.com/ | kept |
|
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| featured_on | f04594d0-c529-4213-8735-862eee0147f7 | http://www.sagecapadv.com/ | kept |
|
|
| established_in | c3644e71-6885-442f-a4b6-2287117567d1 | https://ir.jll.com/news-releases/press-release-details/2016/JLL-Acquires-Sage-Capital-Advisors-LLC-in-Mid-Atlantic/default.aspx | kept |
|
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| services_offered | investment sales, equity and debt advisory, joint ventures, recapitalizations, structured finance, construction loans, permanent financings | https://ir.jll.com/news-releases/press-release-details/2016/JLL-Acquires-Sage-Capital-Advisors-LLC-in-Mid-Atlantic/default.aspx | kept |
|
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| founded_by | 9055138c-8ada-4186-b1ed-78e547406dd8 | https://ir.jll.com/news-releases/press-release-details/2016/JLL-Acquires-Sage-Capital-Advisors-LLC-in-Mid-Atlantic/default.aspx | kept |
|
|
| located_in | 271997f8-a563-495c-abe1-584b44aa2c31 | https://ir.jll.com/news-releases/press-release-details/2016/JLL-Acquires-Sage-Capital-Advisors-LLC-in-Mid-Atlantic/default.aspx | kept |
|
|
| founded_by | abde7f11-042c-470e-8e15-d1a114bc9db8 | https://www.linkedin.com/company/sage-capital-advisors | kept |
|
|
| services_offered | commercial real estate capital markets advisory services | https://www.linkedin.com/company/sage-capital-advisors | kept |
|
|
| founded_by | d4f9a02d-a771-4bd8-bdf2-8c83c8d24617 | https://www.linkedin.com/company/sage-capital-advisors | kept |
|
|
| founded_by | 8e891031-d775-4d1d-ad7f-2b0a486ebccd | https://www.linkedin.com/company/sage-capital-advisors | kept |
|
|
| regulatory_registration | SEC Registered Investment Adviser | https://www.linkedin.com/company/sage-capital-advisors-llc | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.linkedin.com/company/sage-capital-advisors-llc | json_ld_parsed |
|
|
| services_offered | investment and wealth management services | https://www.linkedin.com/company/sage-capital-advisors-llc | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.linkedin.com/company/sage-capital-advisors-llc | json_ld_parsed |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.linkedin.com/company/sage-capital-advisors-llc | kept |
|
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| compensation_model | fee-only | https://www.linkedin.com/company/sage-capital-advisors-llc | kept |
|
|
| years_in_practice | over a decade of experience | https://www.zoominfo.com/c/sage-capital-advisors-llc/559482403 | kept |
|
|
| investment_methodology | disciplined, research-based approach | https://www.zoominfo.com/c/sage-capital-advisors-llc/559482403 | kept |
|
|
| client_specializations | small business owners, affluent individuals, tribal entities, and other professionals | https://www.zoominfo.com/c/sage-capital-advisors-llc/559482403 | kept |
|
|
| compensation_model | fee-only | https://www.zoominfo.com/c/sage-capital-advisors-llc/559482403 | kept |
|
|
| services_offered | wealth management, custom financial planning, investment management | https://www.zoominfo.com/c/sage-capital-advisors-llc/559482403 | kept |
|
|
| fiduciary_status | fiduciary | https://www.zoominfo.com/c/sage-capital-advisors-llc/559482403 | kept |
|
Credentials
-
cfp_certification: CFA
claimed_unverified
- sage-cap.com https://www.sage-cap.com/blog self-published
Self-asserted.
-
cfp_certification: Chartered Financial Analysts (CFAs)
claimed_unverified
- sage-cap.com https://www.sage-cap.com/about self-published
Self-asserted.
-
investment_adviser_registration: SEC registered investment adviser
claimed_unverified
- sage-cap.com https://www.sage-cap.com/copy-of-disclosures self-published
Self-asserted.
What We Do Not Know
- service_delivery_model: no_supporting_evidence
Methodology
- Source count
- 5
- business.poway.com https://business.poway.com/list/member/sage-capital-advisors-llc-san-diego-10948.htm independent
- dyerwealthmanagement.com https://www.dyerwealthmanagement.com/contact.html independent
- linkedin.com https://www.linkedin.com/company/sage-capital-advisors-llc independent
- sage-cap.com https://www.sage-cap.com/ self-published
- sage-cap.com https://www.sage-cap.com/about self-published
- sage-cap.com https://www.sage-cap.com/blog self-published
- sage-cap.com https://www.sage-cap.com/copy-of-disclosures self-published
- sage-cap.com https://www.sage-cap.com/get-started self-published
- sage-cap.com https://www.sage-cap.com/our-process self-published
- sage-cap.com https://www.sage-cap.com/our-services-and-fees self-published
- sage-cap.com https://www.sage-cap.com/who-we-serve self-published
- zoominfo.com https://www.zoominfo.com/c/sage-capital-advisors-llc/559482403 independent
- Data refreshed
- business.poway.com https://business.poway.com/list/member/sage-capital-advisors-llc-san-diego-10948.htm independent
- dyerwealthmanagement.com https://www.dyerwealthmanagement.com/contact.html independent
- linkedin.com https://www.linkedin.com/company/sage-capital-advisors-llc independent
- sage-cap.com https://www.sage-cap.com/ self-published
- sage-cap.com https://www.sage-cap.com/about self-published
- sage-cap.com https://www.sage-cap.com/blog self-published
- sage-cap.com https://www.sage-cap.com/copy-of-disclosures self-published
- sage-cap.com https://www.sage-cap.com/get-started self-published
- sage-cap.com https://www.sage-cap.com/our-process self-published
- sage-cap.com https://www.sage-cap.com/our-services-and-fees self-published
- sage-cap.com https://www.sage-cap.com/who-we-serve self-published
- zoominfo.com https://www.zoominfo.com/c/sage-capital-advisors-llc/559482403 independent
- Source classes
- business_website (self-published), independent_editorial (independent)
- business.poway.com https://business.poway.com/list/member/sage-capital-advisors-llc-san-diego-10948.htm independent
- dyerwealthmanagement.com https://www.dyerwealthmanagement.com/contact.html independent
- linkedin.com https://www.linkedin.com/company/sage-capital-advisors-llc independent
- sage-cap.com https://www.sage-cap.com/ self-published
- sage-cap.com https://www.sage-cap.com/about self-published
- sage-cap.com https://www.sage-cap.com/blog self-published
- sage-cap.com https://www.sage-cap.com/copy-of-disclosures self-published
- sage-cap.com https://www.sage-cap.com/get-started self-published
- sage-cap.com https://www.sage-cap.com/our-process self-published
- sage-cap.com https://www.sage-cap.com/our-services-and-fees self-published
- sage-cap.com https://www.sage-cap.com/who-we-serve self-published
- zoominfo.com https://www.zoominfo.com/c/sage-capital-advisors-llc/559482403 independent
- Synthesis run at
- business.poway.com https://business.poway.com/list/member/sage-capital-advisors-llc-san-diego-10948.htm independent
- dyerwealthmanagement.com https://www.dyerwealthmanagement.com/contact.html independent
- linkedin.com https://www.linkedin.com/company/sage-capital-advisors-llc independent
- sage-cap.com https://www.sage-cap.com/ self-published
- sage-cap.com https://www.sage-cap.com/about self-published
- sage-cap.com https://www.sage-cap.com/blog self-published
- sage-cap.com https://www.sage-cap.com/copy-of-disclosures self-published
- sage-cap.com https://www.sage-cap.com/get-started self-published
- sage-cap.com https://www.sage-cap.com/our-process self-published
- sage-cap.com https://www.sage-cap.com/our-services-and-fees self-published
- sage-cap.com https://www.sage-cap.com/who-we-serve self-published
- zoominfo.com https://www.zoominfo.com/c/sage-capital-advisors-llc/559482403 independent