Sageguard Financial Group, LLC
● SEC registered since 2022CRD 160266SEC# 801-127052Goodlettsville, TN
Reg. AUM
$755.7M
Employees
15
Accounts
3,676
Location
Goodlettsville, TN
About Sageguard Financial Group
SageGuard Financial Group is an independent advisory firm supporting individuals, couples, and families with investment, retirement, and tax planning. It offers practical guidance built on clear communication and lasting relationships.
Summary based on the firm’s website.
Sageguard Financial Group, LLC assets under management
Sageguard Financial Group, LLC operates as an SEC-registered investment adviser based in Goodlettsville, TN. The firm has been registered since 2022. It reports $755.7 million in regulatory assets under management and employs 15 people.
Sageguard Financial Group, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Darwin Douglas Johnson Control | Chief Compliance Officer And Trustee | Under 5% | 2009 |
| Hannah Grace Johnson Control | Chief Operating Officer | Under 5% | 2023 |
| Johnson Family Revocable Living Trust Control | Owner | Over 75% | 2026 |
| Darwin Douglas Johnson Control | Trustee | 50-75% | 2026 |
| Paula Christine Johnson Control | Trustee | 50-75% | 2026 |
Frequently asked questions
How much does Sageguard Financial Group, LLC manage?
Sageguard Financial Group, LLC reports $755.7 million in regulatory assets under management on its Form ADV.
How many employees does Sageguard Financial Group, LLC have?
Sageguard Financial Group, LLC reports 15 employees.
Where is Sageguard Financial Group, LLC located?
Sageguard Financial Group, LLC is based in Goodlettsville, TN and has been SEC-registered since 2022.
Does Sageguard Financial Group, LLC disclose fund performance?
Sageguard Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3066 Business Park Circle, Goodlettsville, TN 37072 |
| Phone | (615) 859-4567 |
| Fax | (615) 859-4588 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$755.7M▲ 24%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,389 advisers
EmployeesTop 30%
More than 70% of 16,799 advisers
Assets under management
$755.7Mregulatory AUM
Discretionary $200MNon-discretionary $555.7M