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Sage Capital Advisors
Sage Capital Advisors is an independent, fiduciary, and fee-only wealth management firm that helps clients meet their financial goals with integrity.
Sage Capital Advisors
Sage Capital Advisors is an independent, fiduciary, and fee-only wealth management firm that helps clients meet their financial goals with integrity. The firm provides consultative financial planning and disciplined investment management custom-designed for each client, serving small business owners, affluent individuals, tribal entities, and other professionals. Formed in 2005, it emphasizes transparency, due diligence, and putting clients’ best interests first.
General information
Firm type
Bank / Wealth / Trust
Year founded
1999
Location
Region
North America
Country
United States
City
Sioux Falls
Corporate office
Sioux Falls, SD, United States
Principals
Diana Blair
President
Matt Johnson
Chief Investment Officer
Andy Nugent
Director of Investments
Diana Blair
President
Matt Johnson
Chief Investment Officer, CFA
Andy Nugent
Director of Investments, CFA
Travis Verdin
Managing Director, Houston
Tanaya Renquist
Operations Manager
Frequently asked questions
Why is Sage Capital Advisors based in Sioux Falls, South Dakota?
South Dakota has become one of the most sought-after trust jurisdictions in the United States due to its modern trust code, which permits dynasty trusts, self-settled asset protection trusts, and directed trusts. The state imposes no income tax on trusts, and its courts maintain deep precedent in fiduciary law. Many firms establish offices there specifically to offer these structural advantages to out-of-state families.
What type of clients does Sage Capital Advisors serve?
The firm's positioning and jurisdictional selection point toward ultra-high-net-worth families and individuals seeking multigenerational wealth transfer structures, privacy, and asset protection. South Dakota's trust infrastructure is built for dynastic planning, not transactional retail wealth management.
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