David Roberts
Sage Hill Capital · Ann Arbor, Michigan
David Roberts is a fee-only financial advisor at Sage Hill Capital in Ann Arbor, Michigan. David charges a percentage of assets.
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Facts
| Firm | Sage Hill Capital |
|---|---|
| Based in | Ann Arbor, Michigan |
| Fee model | Percentage of assets |
| Assets under management | $214.3M across 330 accounts |
| SEC registration | Investment adviser representative in MI, TX · CRD 4678268 |
| Exams passed | Series 65 (2010) · Series 66 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.sagehillcapital.com |
| Profile |
How David's firm compares
- Sage Hill Capital's average account is about $649,000, from its Form ADV (assets managed divided by 330 accounts).
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Questions about David
Is David Roberts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Sage Hill Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David charges a percentage of assets.
Where is David Roberts based?
David Roberts is based in Ann Arbor, Michigan.
Is David Roberts registered with the SEC?
Yes. David Roberts is registered as an investment adviser representative in MI and TX (CRD 4678268), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sage Hill Capital manage?
Sage Hill Capital reports $214.3M across 330 accounts in assets under management.
How do I contact David Roberts?
Through David's website, www.sagehillcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Sage Hill Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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