AdvisorRanked
95
Clean

SAGE HILL CAPITAL

220 S. MAIN ST., ANN ARBOR, MI 48104
Fiduciaryfee-onlySEC Registered
888-988-5623 HTTP://WWW.SAGEHILLCAPITAL.COM CRD #155016
$214M
Assets Managed
2
Clients
2
Employees
16
Years Active
since 2010

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46085. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 16 years.

Firm Details

Legal NameSAGE HILL CAPITAL
CRD Number#155016
SEC RegisteredYes
Registration Date2010-09-24
States RegisteredMI
Assets Under Management$214M
Number of Clients2
Employees2
Compensation Typefee-only
Last ADV Filing46085

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Frequently Asked Questions

Is SAGE HILL CAPITAL a fiduciary?

Yes. SAGE HILL CAPITAL is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does SAGE HILL CAPITAL charge clients?

SAGE HILL CAPITAL uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does SAGE HILL CAPITAL have any complaints?

No. SAGE HILL CAPITAL has zero complaints or disciplinary actions on file with the SEC or FINRA across 16 years of operation.

How does SAGE HILL CAPITAL compare to other advisors in ANN ARBOR?

SAGE HILL CAPITAL has a Red Flag Score of 95/100. There are 15 registered advisory firms in ANN ARBOR. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46085. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.