Sage Mountain Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 17, 2026, reports $4.3B in regulatory assets under management, 31 employees, and 193 accounts.
Assets Under Management
$4.3B
Employees
31
Offices
--
Total Clients
193
Primary office
ATLANTA, GA
945 EAST PACES FERRY ROAD NE, SUITE 2660, ATLANTA, GA, United States
Top client segmentHNWI represent 83.4% of total clients.
Top client categories% of clientsClients
1
HNWI
83.4%
161
2
Individuals
13.0%
25
3
Charitable
2.1%
4
4
Pooled Investment Vehicles
1.6%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.3Bas of March 17, 2026
Discretionary100.0%
$4.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$602K
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$4.3B
Total Accounts193
10Y AUM Change+$4.3B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees31
Clients per Employee6:1
10Y Employee Change+26 (+520.0%)
* 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.