# Sage Capital Advisors

Sage Capital Advisors is a Bank / Wealth / Trust based in Sioux Falls, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Sioux Falls, United States
- **Region:** North America
- **Address:** Sioux Falls, SD, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** www.sage-cap.com
- **LinkedIn:** https://www.linkedin.com/company/sage-capital-advisors

## Regulatory record

- **CRD number:** 136577
- **SEC file number:** 801-64637
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136577

## About

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.

## People

- 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

## 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.

## Related profiles

- [Saga Pension Scheme](https://altss.com/profile/saga-pension-scheme)
- [Sage Financial Advisors](https://altss.com/profile/sage-financial-advisors)

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Last updated: 2026-08-11T15:08:04.536Z

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