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Sage Advisory Employee Directory

Investment ManagementTexas, United States51-200 Employees

Sage Advisory is an independent investment management firm based in Austin, Texas, serving institutional clients and private investors. Its services include traditional fixed income asset management, responsible investing portfolios, global tactical ETF strategies, and liability-driven investment solutions. The firm operates in the investment management industry to deliver risk-conscious, income-oriented strategies for its client base.

In November 2025, Sage Advisory announced a strategic collaboration with inCadense Corp. to expand its international reach. The firm has also earned industry recognition, including the 2025 Best Places to Work award from the Austin Business Journal.

Find Sage Advisory employees' phone numbers or email addresses

Sage Advisory Global Highlights

Location
Employees

North America
88

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  • United States Of America
    88

Europe
1

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  • Norway
    1

Oceania
1

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  • Australia
    1

Sage Advisory's Leadership

  • Stylized image of a person
    A. P.
    Vice-President
  • Stylized image of a person
    C. W.
    Regional Director - Southeast - Fl, Ga, Al, Pr
  • Stylized image of a person
    R. F.
    Regional Director, Mid-Atlantic
  • Stylized image of a person
    D. K.
    Regional Director
  • Stylized image of a person
    M. T.
    Managing Director , Business Development
  • Stylized image of a person
    J. J.
    Regional Consultant
  • Stylized image of a person
    K. K.
    Associate
  • Stylized image of a person
    O. H.
    Boss

Sage Advisory Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Analytics
  • Community & Social Services
  • Other
  • Consultant

Contact profiles from Sage Advisory

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. P.
    Vice-President
    Oct 22, 2024
  • Stylized image of a person
    C. W.
    Regional Director - Southeast - Fl, Ga, Al, Pr
    Mar 24, 2026
  • Stylized image of a person
    R. F.
    Regional Director, Mid-Atlantic
    Apr 16, 2026
  • Stylized image of a person
    D. K.
    Regional Director
    Oct 16, 2024
  • Stylized image of a person
    M. T.
    Managing Director , Business Development
    Oct 23, 2024
  • Stylized image of a person
    J. J.
    Regional Consultant
    Oct 16, 2024
  • Stylized image of a person
    K. K.
    Associate
    Oct 23, 2024
  • Stylized image of a person
    O. H.
    Boss
    Norway
    May 29, 2026
  • Stylized image of a person
    E. M.
    Oct 21, 2024

Frequently Asked Questions

What is Sage Advisory known for?

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Sage Advisory was founded in 1996 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Sage Advisory's company overview page for more information.

What is Sage Advisory's most common email format?

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Sage Advisory employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sage Advisory email formats with LeadIQ.

How many employees does Sage Advisory have currently?

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Sage Advisory has approximately 73 employees as of July 2026. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are Sage Advisory's key employees and leadership?

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As of July 2026, Sage Advisory's key employees include:

  • Vice-President: A. P.
  • Regional Director - Southeast - Fl, Ga, Al, Pr: C. W.
  • Regional Director, Mid-Atlantic: R. F.
  • Regional Director: D. K.
  • Managing Director , Business Development: M. T.

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