Sage Wealth Capital

Overview

Sage Wealth Capital is a small, fee-based advisory firm operating as a limited liability company that provides portfolio management for both individuals/small businesses and for businesses or institutions. Its stated fee model combines a percentage-of-assets-under-management component with the ability to charge performance-based fees, indicating a focus on active management and potential alignment of compensation with returns. Investment activity centers on equities, with a clear preference for exchange-traded instruments. The firm’s advisory scope includes traditional asset classes and a suite of alternative strategies — hedge funds, real estate, and private credit — which it allocates to as part of portfolio construction. Given the combination of equity emphasis and access to alternatives, Sage Wealth Capital appears to position portfolios toward diversified return streams: liquid equity exposure for public market participation and alternatives for return enhancement and risk diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices