| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Russell Cole | Member | 5-10% | 2025 |
| Jordan Donald Cole | Cfo | 10-25% | 2018 |
| Michael Joseph Helke Control | Chief Compliance Officer | Under 5% | 2019 |
Sage Advisors, LLC reports $575.1 million in regulatory assets under management on its Form ADV.
Sage Advisors, LLC reports 11 employees.
Sage Advisors, LLC is based in Edmonds, WA and has been SEC-registered since 2019.
Sage Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 115 2nd Avenue North, Suite 200, Edmonds, WA 98020 |
| Phone | 206-516-7991 |
| Office hours | 7:00 - 4:00 Pst |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $535.9M |
| Non-discretionary | $39.3M |
| Total (RAUM) | $575.1M |