Sage Trading Collective

Overview

Sage Trading Collective is an advisor organized as a limited liability company that focuses on active portfolio management, with filings showing primary advisory activity aimed at individuals and small businesses. The firm demonstrates a clear equity bias: exchange-traded equities represent the single largest asset bucket in its portfolios. Its business model uses hourly charges rather than percentage-based asset fees, which suggests a consulting- and advice-driven client relationship rather than a pure AUM-fee practice. The firm’s regulatory snapshot also identifies an institutional client classification, indicating it may serve a mix of client types, but its stated advisory activity and client/account counts point to a significant retail and small-business client presence. Sage Trading Collective is not positioned as a capital allocator or pension consultant, it is not an active ESG investor, and it does not operate as a multi-state adviser per its filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices