MW
CFA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
143 advisors
Number of Clients
7,497 clients
Average Client Portfolio
$31.8M average
Assets Under Management
$238.6B
Fee Structure
This brochure does not explicitly state a fee table or AUM fee structure. Therefore, no specific fee information can be provided.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
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Advisor Information
Office location
One Parkview Plaza, Suite 620, Oakbrook Terrace, IL, 60181
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sageview Advisory Group, LLC
July 2025 - Present · 6 mos
Cap Strat
May 2019 - Present · 6 yrs 8 mos
State Registrations6 states
ILINMONJNYWI
Advisor
Exams
No exam information available for this advisor.