Sage Investment Counsel is an SEC registered investment adviser organized as a limited liability company with a primary office location in Franklin, TN. Its latest Form ADV filing, dated March 3, 2026, reports $165M in regulatory assets under management, 4 employees, 1 office, and 227 accounts.
Assets Under Management
$165M
Employees
4
Offices
1 office
Total Clients
79
Primary office
FRANKLIN, TN
142 5TH AVENUE NORTH, SUITE A, FRANKLIN, TN, United States
Top client segmentIndividuals represent 58.2% of total clients.
Top client categories% of clientsClients
1
Individuals
58.2%
46
2
HNWI
41.8%
33
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$165Mas of March 3, 2026
Discretionary100.0%
$165M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$165M
Total Accounts227
10Y AUM Change+$53M (+47.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee20:1
10Y Employee Change0 (0.0%)
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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.