WEST CONSHOHOCKEN, PACRD 116574Latest ADV May 19, 2026
Sage Financial Group Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in West Conshohocken, PA. Its latest Form ADV filing, dated March 25, 2026, reports $4.3B in regulatory assets under management, 28 employees, 2 offices, and 4,334 accounts.
Assets Under Management
$4.3B
Employees
28
Offices
2 offices
Total Clients
1,116
Primary office
WEST CONSHOHOCKEN, PA
FIVE TOWER BRIDGE, 300 BARR HARBOR DRIVE, SUITE 200, WEST CONSHOHOCKEN, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 64.1% of total clients.
Top client categories% of clientsClients
1
HNWI
64.1%
715
2
Individuals
34.6%
386
3
Charitable
0.6%
7
4
Pooled Investment Vehicles
0.4%
4
5
Pension Plans
0.3%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.3Bas of May 19, 2026
Discretionary91.0%
$3.9B
91% of total RAUM91.0%
Non-discretionary9.0%
$386M
9% of total RAUM9.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.3B
Total Accounts4,334
10Y AUM Change+$2.7B (+163.1%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees28
Clients per Employee40:1
10Y Employee Change+9 (+47.4%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.