Overview
Assets Under Management: $144 million
Headquarters: FRANKLIN, TN
High-Net-Worth Clients: 30
Average Client Assets: $4 million
Frequently Asked Questions
SAGE INVESTMENT COUNSEL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116907), SAGE INVESTMENT COUNSEL is subject to fiduciary duty under federal law.
SAGE INVESTMENT COUNSEL is headquartered in FRANKLIN, TN.
SAGE INVESTMENT COUNSEL serves 30 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, SAGE INVESTMENT COUNSEL offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
SAGE INVESTMENT COUNSEL manages $144 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, SAGE INVESTMENT COUNSEL serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.01
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 195
Discretionary Accounts: 195
Regulatory Filings
CRD Number: 116907
Filing ID: 2056043
Last Filing Date: 2026-02-18 10:49:34