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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sage Capital Advisors have?","answer":"Sage Capital Advisors has 7 investment adviser representatives registered with state securities authorities, out of 8 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sage Capital Advisors invest in?","answer":"At the end of its last fiscal year, Sage Capital Advisors’ separately managed accounts held 54% exchange-traded equities, 33% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents, 3% U.S. government and agency bonds and 2% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Sage Capital Advisors?","answer":"Sage Capital Advisors is owned through holding companies by Matthew Johnson and Diana Blair. 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