# SAGE ADVISORY SERVICES LTD CO

SAGE ADVISORY SERVICES LTD CO of AUSTIN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 106236
- Type: SEC-registered investment adviser
- SEC file number: 801-52937
- Location: 5900 SOUTHWEST PARKWAY, BUILDING 1, SUITE 100, AUSTIN, TX, 78735-6202
- Phone: 512-327-5530
- Latest filing: 2026-03-30
- Regulatory AUM: $28.4B
- Discretionary AUM: $28.3B
- Non-discretionary AUM: $142.3M
- Clients: 58
- Accounts: 14,363

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Pensions, Investment cos, Other

## Officers, owners & control persons (38)

_Showing 25 of 38 people._

| Name | Role | Location |
| --- | --- | --- |
| Robert G Smith | PRESIDENT AND CO-CHIEF INVESTMENT OFFICER | — |
| Thomas Hideo Urano | CO-CHIEF INVESTMENT OFFICER | — |
| Jr. Robert Peck | VICE PRESIDENT | — |
| Sean Conan Krasan | VICE PRESIDENT | — |
| Robert Donald Williams | EXECUTIVE COMMITTEE MEMBER | — |
| Jeffery Scott Timlin | VICE PRESIDENT | — |
| John Robert Slais | CHIEF FINANCIAL OFFICER | — |
| Michael David Walton | EXECUTIVE COMMITTEE MEMBER | — |
| Wade Thomas Uloth | CHIEF COMPLIANCE OFFICER | — |
| Robert Wayne Moser | EXECUTIVE COMMITTEE MEMBER | — |
| Komson Silapachai | VICE PRESIDENT | — |
| Andrew Kemett Demand | VICE PRESIDENT | — |
| Seth Bartlett Henry | VICE PRESIDENT | — |
| Allison Claire Hartman | VICE PRESIDENT | — |
| Leonard Dustin Finley | VICE PRESIDENT | — |
| Richard Cameron Ladd | VICE PRESIDENT | — |
| ADLER RICHARD HOWARD | SHAREHOLDER | — |
| GRIFFITH HARRY TOM | SHAREHOLDER | — |
| SMITH ROBERT G | PRESIDENT AND CHIEF INVESTMENT OFFICER; PRESIDENT AND CO-CHIEF INVESTMENT OFFICER | — |
| MACQUEEN MARK CORDES | EXECUTIVE VICE PRESIDENT | — |
| PECK JR ROBERT CHARLES | VICE PRESIDENT | — |
| WILLIAMS RICHARD BRENT | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |
| WILLIAMS ROBERT DONALD | EXECUTIVE COMMITTEE MEMBER; VICE PRESIDENT | — |
| KRASAN SEAN CONAN | VICE PRESIDENT | — |
| FIGARO GREGORY JOSEPH | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106236/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106236/similar
- Related entities: https://search.stillhousedata.com/firm/106236/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106236

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.