Ira Gene Sager
Investment adviser representative at Advisors Capital Management, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$12.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Advisors Capital Management, LLCJun 2026 to now
- Optiwealth, LLC dba Optimum WealthNov 2019 to Jun 2026
- Purshe Kaplan Sterling InvestmentsNov 2019 to Apr 2021
- Fiduciary Planning, LLCJul 2019 to Nov 2019
- Sorrento Pacific Financial, LLCJul 2019 to Nov 2019
- First Allied Advisory Services, Inc.Aug 2012 to Jul 2019
- First Allied Securities, IncAug 2012 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Advisors Capital Management, LLC
$12.2BAssets managed
18,140Clients
59Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4826397
- Firm CRD
- 112266