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SageView Retirement Fiduciary Services Agreement Continues

Clay County Utility Authority logoClay County Utility Authority
Document date
Oct 21, 2025

The 30-second brief

What it covers

The Clay County Utility Authority has used SageView Advisory Group, LLC for retirement plan fiduciary consulting services since August 2022. SageView continued providing retirement planning and fiduciary services before the agreement was assigned to Creative Planning, LLC.

Who holds it

Sageview Advisory Group LLC holds this consulting contract with Clay County Utility Authority. Its other public contracts on record include work for San Diego Co Water Authority and City of Goleta.

What happens next

Term as filed: Engaged in August 2022; ongoing under RFP No. 2021/2022-A08.

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Contract details

Contract type
Consulting
Document date
October 21, 2025
Term
Engaged in August 2022; ongoing under RFP No. 2021/2022-A08
Vendor
Sageview Advisory Group LLC
Agency
Clay County Utility Authority
Source document
Clay County Utility Authority Minutes Board of Supervisors Meeting October 21, 2025 (Minutes)

Sageview Advisory Group LLC's other public contracts

San Diego Co Water Authority, CaliforniaWater Authority Recommends SageView Contract Amendment · Oct 19, 2026San Diego Co Water Authority, CaliforniaWater Authority Considers SageView Investment Consulting Extension · Oct 19, 2026San Diego Co Water Authority, CaliforniaBoard Considers SageView Investment Consulting Extension · Oct 19, 2026City of Goleta, CaliforniaSageView Advisory Group To Advise City Retirement Plans · May 5, 2026City of Goleta, CaliforniaSageView Advisory Approved for Goleta Fiduciary Services · May 5, 2026All Sageview Advisory Group LLC contractsVendor profile

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Questions about this contract

Who was awarded the consulting contract by Clay County Utility Authority?

Sageview Advisory Group LLC was awarded this consulting contract by Clay County Utility Authority, as recorded on October 21, 2025.

What type of contract is this?

This is a Consulting contract, documented as a minutes record.

Where was this contract approved?

This contract appears in Clay County Utility Authority Minutes Board of Supervisors Meeting October 21, 2025 (Minutes), dated October 21, 2025 from Clay County Utility Authority. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Sageview Advisory Group LLC hold?

Sageview Advisory Group LLC may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is Clay County Utility Authority currently buying?

Explore Clay County Utility Authority's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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