Sage Hill Advisory And Management Llc
- Regulatory AUM
- $73.3M
- Discretionary
- $73.3M
- Clients
- 20
- Avg AUM / client
- $3.7M
- Accounts
- 79
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2 | $1.8M | 2.44% |
| High net worth individuals | 15 | $71.5M | 97.6% |
| Corporations and other businesses | 3 | $0 | — |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Antalek, Francis, Michael | Managing Member | Feb 2009 (18y) | 25% – 50% | |
| Toffel, Philip, John | Managing Member/Chief Compliance Officer | Feb 2009 (18y) | 50% – 75% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 953 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Nationwide Investment Services Corporation $16.7M (31% of AUM) May 2022
- Morgan Stanley $14.0M (26% of AUM) May 2022
- The Prudential Insurance Company Of America $8.4M (16% of AUM) Mar 2021
- Equitable Advisors, Llc $5.6M (10% of AUM) May 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗