Sawyer Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 161054
- Registered since
- August 5, 2026
- Website
- www.sawcap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI67.78%
- Individuals26.24%
- Pension & Profit Sharing Plans5.98%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Sawyer Capital Management is an independent, privately owned registered investment adviser operating as a corporation. The firm serves both high‑net‑worth individuals and families as well as institutional clients and charges clients on a percentage‑of‑assets basis. Its advisory services, as reported on filings, include portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. The firm identifies itself as a capital allocator and does not describe itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Cash & Cash Equivalents5%
- Exchange Traded Equities1%
- US Government Bonds1%
Contacts
1 of 1Curtis Sawyer
Wealth ManagerCRD 2124658
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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