Sage Investment Counsel
Firm details
- Headquarters
- Franklin, Tennessee
- CRD number
- 116907
- Registered since
- June 4, 2021
- Website
- www.sageinv.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI93.44%
- Individuals6.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Sage Investment Counsel is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered in 2021. The firm serves individual and family clients and functions as a capital allocator, using internal portfolio management alongside selection of outside managers and advisers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Compensation structures are flexible: percentage of AUM, fixed fees, and performance-based fees are all used. Sage reports it is not an active ESG investor and lists an industry affiliation with a law firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents12%
- Non-Exchange Traded Equities7%
- State & Local Bonds6%
Owners & executives
1 of 1
William Calvin
CEO & Chief Investment OfficerCRD 1281417
Contacts
3 of 3
Jonathan Henderson
Wealth ManagerCRD 5240146
John Denney
Wealth ManagerCRD 703975
Jackson Calvin
CCO and Portfolio ManagerCRD 7304568
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$14.4M in ETFs
95%
$13.6M
2%
$748K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 QUALITY ETF (SPHQ) | Invesco | Passive | Large Blend | $2M | 22,745 | 14.24% |
Location
Franklin, TN
Williamson
Location
Franklin, TN
Headquartered in Franklin, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Williamson
- Address
- 142 5th Ave N
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Retirement Solutions Group
RIAFranklin, TN
Carmichael Creel Investments
RIAFranklin, TN
Greensview Wealth Management
RIAFranklin, TN
AGP Franklin, LLC
RIAFranklin, TN
CAP Partners, LLC
RIAFranklin, TN
Strategic Wealth Partners LLC
RIAFranklin, TN