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Sageview Advisory Group, LLC

Sageview Advisory Group, LLC
Sageview Advisory Group, LLC is a RIA based in Irvine, CA with $14B in AUM and with 36 advisors nationwide. Randall Craig Long is the majority owner of the firm and has been in this role with the firm since 1998.

Firm Information

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Advisors (36)

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Name Start Date
Brien Todd Stewart Jan 2012
Clinton Edward Heine Mar 2009
David Kent Stofer Jan 2008
David Shnapek Jul 2009
Douglas Anthony Webster Sep 2011
View All
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$14.4B
Total Assets
498
Accounts
$28.9M
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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ownership pie chart

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Randall Craig Long Member 04/01/1998
Matthew Craig Hammonds Chief Compliance Officer 01/01/2005

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
1920 Main St.
Irvine , CA 92614
Phone Number: 949-955-1395
Other Offices Address City State Zip
4951 Lake Brook Drive Glen Allen VA 23060
800 Main St. Dubuque IA 52004
2425 South 144th St. Omaha NE 68144
333 E. Butterfield Rd Lombard IL 60148
101 Tremont St. Boston MA 02108
8161 Maple Lawn Blvd Fulton MD 20759
9233 Ward Pkwy Kansas City MO 64114
1400 Centerpark Blvd West Palm Beach FL 33401
8331 East Walker Springs Lane Knoxville TN 37923
5201 Johnson Dr. Mission KS 66205
1 Bush Street San Francisco CA 94104
2323 N. Mayfield Road Milwaukee WI 53226
1334 Parkview Ave. Manhattan Beach CA 90266
233 S. Wacker Drive Chicago IL 60606
1600 Utica Ave. South Minneapolis MN 55416

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees