Sage Advisors, LLC
● SEC registered since 2019CRD 301328SEC# 801-115281Edmonds, WA
Reg. AUM
$575.1M
Employees
11
Accounts
690
Location
Edmonds, WA
Sage Advisors, LLC assets under management
Sage Advisors, LLC is an SEC-registered investment adviser based in Edmonds, WA. The firm has been registered since 2019. It reports $575.1 million in regulatory assets under management and employs 11 people.
Sage Advisors, LLC owners & executives
5 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Sage Advisors, LLC manage?
Sage Advisors, LLC reports $575.1 million in regulatory assets under management on its Form ADV.
How many employees does Sage Advisors, LLC have?
Sage Advisors, LLC reports 11 employees.
Where is Sage Advisors, LLC located?
Sage Advisors, LLC is based in Edmonds, WA and has been SEC-registered since 2019.
Does Sage Advisors, LLC disclose fund performance?
Sage Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$575.1M▲ 19%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$575.1Mregulatory AUM
Discretionary $535.9MNon-discretionary $39.3M