About SageFolio
A Modern Family Office System Built for Clarity, Coordination, and Long‑Term Stewardship.
SageFolio is hav been developed as a comprehensive, multi‑entity platform designed to help families, professionals, and business owners organize the financial components of their lives with simplicity and intention. We bring together financial organization, risk management, tax‑aware strategy, and business support under one coordinated umbrella—delivered with transparency, independence, and a client‑first mindset.
In Formation
Currently in the application process — advisory services will begin only after all regulatory approvals are granted.
SageFolio Advisors is being built with the intention of providing ongoing planning, disciplined portfolio construction, and long‑term financial organization for individuals and families once registration is approved. Until that time, no investment advisory services are being offered. We are laying the operational and compliance foundations now so that once approval is granted, clients may expect a structured and thoughtful onboarding experience.
Planning‑Centric Approach
A modern framework focused on long‑term financial clarity and purposeful decision‑making for individuals and families.
Transparent Service Models
Services developed around simplicity, accessibility, and open communication—no hidden layers or conflicts of interest.
Technology‑Forward Experience
A digital-first client experience centered on ease of use, real-time visibility, and seamless coordination.
Integrated Family Office Ecosystem
Built from the ground up to connect directly with the broader Family Office framework for cohesive financial stewardship.
In Formation
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Currently under reformation into an LLC and a series DBAs for the various lines of business and services outside the scope of SageFolio Advisors, LLC.
The SageFolio Family Offices is the heart of the broader ecosystem—a coordinated support platform that helps households manage the various moving parts of their financial lives beyond investment management. These services are not investment advisory services. The Multi‑Family Office exists to simplify complexity and give families a centralized place to manage life's financial responsibilities in a way that feels calm, coordinated, and intentional.
Financial Life Organization
Household dashboards, cash‑flow mapping, and bookkeeping support to bring order to your financial life.
Professional Coordination
Seamless coordination with your tax, legal, and insurance professionals—all under one organized framework.
Business‑Owner Support Services
Entity organization, fractional-CFO style workflows, and operational support tailored for business owners.
Legacy & Multi-Generational Families
Family governance tools, education frameworks, and legacy planning structures designed for multi-generational stewardship.
In Formation
SageFolio Insurance, LLC
Currently in the application process — insurance services will commence upon regulatory approval.
SageFolio Insurance is being developed to offer bespoke risk management solutions, providing clarity and confidence in protecting what matters most. We focus on integrating essential personal and business protection into your holistic financial strategy.
Life Insurance
Securing your family's financial future with tailored income coverage options, designed for long-term peace of mind, strategic growth, and tax-aware planning.
Disability Income
Protect your most valuable asset—your income—with policies that provide financial stability if you're unable to work due to illness or injury. Individual & Group plans available.
Long-Term Care
Proactive planning for potential long-term care needs, ensuring access to quality care without depleting your assets, and planning for differing types of care needed.
Fixed Annuities
Providing guaranteed growth and income solutions through fixed and index annuities, offering stability and predictability within your broader financial plan.
Excess & Specialty P&C
Navigating complex property & casualty needs, including umbrella, professional liability, and hard-to-place coverage for unique assets. Specializing in areas other insurance professionals generally do not offer.
Our Philosophy
Regardless of which SageFolio entity a client interacts with, our guiding principles remain consistent. We believe that great financial stewardship begins not with transactions, but with understanding—of your full picture, your values, and your long-term intentions. SageFolio is being built for people who want structure, professionalism, and a partner who sees everything, not just pieces of it.
Clarity Over Complexity
We translate intricate financial structures into clear, actionable insight—so you always understand where you stand.
Education Before Decision‑Making
Every recommendation is grounded in education first. Informed clients make better, more confident long-term decisions.
Long‑Term Stewardship
We are built for the long game. Short-term noise doesn't drive our thinking—your lasting financial health does.
Full Transparency
Open, honest communication in every process, every recommendation, and every relationship we build.
Ready to Learn More?
SageFolio is actively building the foundation for a new kind of financial partnership—one defined by coordination, clarity, and long-term thinking. Whether you are a family seeking greater organization, a business owner looking for CFO-level support, or a professional exploring what a true multi-family office relationship looks like, we invite you to start the conversation.
Our team is available to walk you through the SageFolio ecosystem, discuss your specific situation, and explain exactly what services are currently available versus those launching upon regulatory approval. There is no obligation—only clarity.
Regulatory Disclosure
Current Status
SageFolio Advisors,
LLC
SageFolio Advisors, LLC is in the process of applying for registration as an investment advisor. No investment advisory services will be offered until all regulatory approvals are received from the applicable authorities. All advisory activity remains on hold pending formal approval.
Securities offered through LPL Financial, Member FINRA/SIPC. LPL Financial and SageFolio Advisors, LLC are separate entities.
SageFolio Family Offices,
LLC
The SageFolio Family Offices LLC, as well as the Tax Advisory, Fractional CFO, Business Services, and Capital Solutions DBAs, operate independently of any unapproved advisory activity.
These entities focus on organizational, educational, administrative, commercial lending, fractional CFO, and tax-strategy services—each within their respective, approved scope of operations. Some of these entities are also in the process of formation, and not yet active.
SageFolio Insurance,
LLC
SageFolio Insurance, LLC is currently in the process of formation and pending registration. No insurance services will be offered until all applicable regulatory approvals are received.
Upon approval, insurance products and risk management solutions will be offered independently of any unapproved advisory activity, within their respective approved scope of operations.
Important Notice: This page is intended for informational purposes only and does not constitute an offer or solicitation of investment advisory services. SageFolio Advisors, LLC is not yet a registered investment advisor and does not provide investment advice at this time. Check back for updates.
Important Disclosures
SAGEFOLIO ADVISORS, LLC is pending registration as an RIA. SAGEFOLIO FAMILY OFFICES, LLC is in the process of formation. SAGEFOLIO INSURANCE, LLC is in the process of formation and pending registration.
Investment advisory and financial planning services are offered through SageFolio Advisors, LLC, a Texas-registered investment adviser. Securities are offered through LPL Financial, Member FINRA/SIPC. LPL Financial and SageFolio Advisors, LLC are separate entities. SageFolio Family Offices, LLC provides separate business consulting, financial strategy, tax coordination, and fractional CFO services and does not provide investment advisory services. Insurance products are offered through SageFolio Insurance Group, LLC.
SageFolio — Your Financial Picture, Simplified. Clarity Through Coordination.
Your Financial Picture, Simplified. Clarity Through Coordination.
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