Dustin Michael Holt
Investment adviser representative at Sage Capital Advisors, LLC
11 yearsExperience
1 stateRegistered in
$672.8MFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
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
11 years in the industry.
- Sage Capital Advisors, LLCNov 2020 to now
- LPL Financial LLCDec 2017 to Oct 2020
- Trilogy Capital, Inc.Feb 2017 to Oct 2020
- National Planing CorporationJul 2016 to Nov 2017
- Trilogy Financial ServicesAug 2015 to Oct 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sage Capital Advisors, LLC
$672.8MAssets managed
232Clients
8Advisers
21 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
- 6490120
- Firm CRD
- 136577