GOODLETTSVILLE, TNCRD 160266Latest ADV March 31, 2026
Sageguard Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Goodlettsville, TN. Its latest Form ADV filing, dated March 31, 2026, reports $756M in regulatory assets under management, 14 employees, 3 offices, and 3,676 accounts.
Assets Under Management
$756M
Employees
14
Offices
3 offices
Total Clients
2,469
Primary office
GOODLETTSVILLE, TN
3066 BUSINESS PARK CIRCLE, GOODLETTSVILLE, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.7% of total clients.
Top client categories% of clientsClients
1
Individuals
94.7%
2,338
2
HNWI
5.3%
131
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$756Mas of March 31, 2026
Discretionary26.5%
$200M
26% of total RAUM26.5%
Non-discretionary73.5%
$556M
74% of total RAUM73.5%
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$756M
Total Accounts3,676
10Y AUM Change+$629M (+497.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee176:1
10Y Employee Change0 (0.0%)
* 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.