Sage Investment Counsel LLC
● SEC registered since 2021CRD 116907SEC# 801-121406Franklin, TN
Reg. AUM
$164.6M
Employees
4
Accounts
227
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 $164.6 million in regulatory assets under management and employs 4 people.
Sage Investment Counsel LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jackson Gunn Calvin Control | Member/Chief Compliance Officer/Chief Financial Officer | 5-10% | 2022 |
| William Dirk Calvin Control | Member/Chief Executive Officer | Over 75% | 2021 |
Frequently asked questions
How much does Sage Investment Counsel LLC manage?
Sage Investment Counsel LLC reports $164.6 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
| Address | 142 5th Avenue North, Suite a, Franklin, TN 37064 |
| Phone | 615-591-1210 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 2055178 |
| Discloses disciplinary history | No |
Regulatory AUM
$164.6M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$164.6Mregulatory AUM
Discretionary $164.6M