LP Profile

Sage Investment Counsel

Also known as sage investment counsel

Wealth ManagerFranklin, United StatesFounded 1989
$165M
Assets Under Management
Franklin
Headquarters
Investment Focus

About Sage Investment Counsel

Sage Investment Counsel LLC is a registered investment adviser with the SEC, located in Franklin, Tennessee, founded in 1989. Its investment professionals state that they combine over 80 years of investment management and financial consulting experience. The firm provides services to high-net-worth investors, including retirement planning, investment performance measurement, asset allocation, portfolio management, cost and expense analysis, active and passive diversification, tax efficiency analysis, trust portfolio management and wealth management. It reports about $165 million in assets under management.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Sage Investment Counsel from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$164.6M
Total Clients
227
Filing Date
March 3, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Sage Investment Counsel across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Sage Investment Counsel?

Sage Investment Counsel is a wealth manager based in Franklin, United States, managing approximately $165M in assets.

Where is Sage Investment Counsel headquartered?

Sage Investment Counsel is headquartered in Franklin, United States.

How much does Sage Investment Counsel manage?

Sage Investment Counsel manages approximately $165M in assets under management.

When was Sage Investment Counsel founded?

Sage Investment Counsel was founded in 1989.

How can I contact Sage Investment Counsel?

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