Sage Investment Counsel
Sage Investment Counsel is an SEC-registered ria in Franklin, TN with $164.6M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Sage Investment Counsel: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 116907, SEC 801-121406, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $164.6M (2026-03-03)
- Firm type
- Ria
- Location
- Franklin, TN
- Employees
- 4
- Clients
- 79
- CRD
- 116907
- Ownership
- CALVIN, WILLIAM, DIRK; Calvin, Jackson, Gunn
How much AUM does Sage Investment Counsel have?
Sage Investment Counsel reported $164.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Sage Investment Counsel?
Disclosed owners and executives of Sage Investment Counsel include CALVIN, WILLIAM, DIRK, Calvin, Jackson, Gunn. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.