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Sageview Advisory Group, LLC logo

Sageview Advisory Group, LLC

NEWPORT BEACH, CA

Form ADV and provider website profile · CRD 126777 · regulatory data as of Aug 25, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Sageview Advisory Group, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$37.5BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
1,301Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$37.5BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$0Non-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameCREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC

CRD number126777

Firm foundedNot reported

SEC registration dateMay 31, 2005

Employees195

Advisory professionals112

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

4000 MACARTHUR BLVD., NEWPORT BEACH, CA, 92660

800-814-8742

https://www.sageviewadvisory.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$37.5B

As of Aug 25, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Retirement Plans95.0%$35.6B
Municipalities3.5%$1.3B
High-Net-Worth1.2%$469M
Individuals0.1%$55M
Corporations0.1%$36M

Percentages and AUM are shown from the same reported Form ADV client-type records.