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Sage Investment Counsel LLC

● SEC registered since 2021CRD 116907SEC# 801-121406Franklin, TN
Export (members)
Reg. AUM
$144.2M
Employees
4
Accounts
195
Location
Franklin, TN

Sage Investment Counsel LLC assets under management

Sage Investment Counsel LLC is a registered investment adviser overseen by the SEC based in Franklin, TN. The firm has been registered since 2021. It reports $144.2 million in regulatory assets under management and employs 4 people.
www.linkedin.com/in/jackson-calvinView on SEC.gov ↗

Sage Investment Counsel LLC owners & executives

2 reported
NameTitleOwnershipSince
Jackson Gunn Calvin ControlMember/Chief Compliance Officer/Chief Financial Officer5-10%2022
William Dirk Calvin ControlMember/Chief Executive OfficerOver 75%2021

Frequently asked questions

How much does Sage Investment Counsel LLC manage?

Sage Investment Counsel LLC reports $144.2 million in regulatory assets under management on its Form ADV.

How many employees does Sage Investment Counsel LLC have?

Sage Investment Counsel LLC reports 4 employees.

Where is Sage Investment Counsel LLC located?

Sage Investment Counsel LLC is based in Franklin, TN and has been SEC-registered since 2021.

Does Sage Investment Counsel LLC disclose fund performance?

Sage Investment Counsel LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address142 5th Avenue North, Suite a, Franklin, TN 37064
Phone615-591-1210
Office hours9a.m.-5p.m.
SEC regionAtlanta Regional Office (ARO)
CIK2055178
Discloses disciplinary historyNo

Assets under management

Discretionary$144.2M
Non-discretionary$0
Total (RAUM)$144.2M