Sage Financial Management Group, Inc.
● SEC registered since 2007CRD 143562SEC# 801-67703McLean, VA
Reg. AUM
$423.2M
Employees
6
Accounts
475
Location
McLean, VA
Sage Financial Management Group, Inc. assets under management
Sage Financial Management Group, Inc. operates as an SEC-registered investment adviser based in McLean, VA. The firm has been registered since 2007. It reports $423.2 million in regulatory assets under management and employs 6 people.
Sage Financial Management Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Catherine Anne-Mary Fellows-Jaquette Control | Chief Compliance Officer | Under 5% | 2026 |
| Jennifer Elise Myers Control | President | Over 75% | 2007 |
Frequently asked questions
How much does Sage Financial Management Group, Inc. manage?
Sage Financial Management Group, Inc. reports $423.2 million in regulatory assets under management on its Form ADV.
How many employees does Sage Financial Management Group, Inc. have?
Sage Financial Management Group, Inc. reports 6 employees.
Where is Sage Financial Management Group, Inc. located?
Sage Financial Management Group, Inc. is based in McLean, VA and has been SEC-registered since 2007.
Does Sage Financial Management Group, Inc. disclose fund performance?
Sage Financial Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1320 Old Chain Bridge Road, Suite 250, McLean, VA 22101 |
| Phone | (703) 992-7650 |
| Fax | (703) 991-7609 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$423.2M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$423.2Mregulatory AUM
Discretionary $423.2M