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Sageguard Financial Group, LLC

● SEC registered since 2022CRD 160266SEC# 801-127052Goodlettsville, TN
Export (members)
Reg. AUM
$755.7M
Employees
15
Accounts
3,676
Location
Goodlettsville, TN

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

3 reported
NameTitleOwnershipSince
Darwin Douglas Johnson ControlManaging Partner And Chief Compliance Officer50-75%2009
Hannah Grace Johnson ControlChief Operating OfficeUnder 5%2023
Paula Christine JohnsonMember50-75%2009

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

Address3066 Business Park Circle, Goodlettsville, TN 37072
Phone(615) 859-4567
Fax(615) 859-4588
Office hours8:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$755.7M▲ 24%
Feb '25 — $607.7MMar '25 — $607.7MApr '25 — $607.7MMay '25 — $607.7MJun '25 — $607.7MJul '25 — $607.7MAug '25 — $607.7MSep '25 — $607.7MOct '25 — $607.7MNov '25 — $607.7MDec '25 — $607.7MJan '26 — $755.7MFeb '26 — $755.7MMar '26 — $755.7MApr '26 — $755.7MMay '26 — $755.7MJun '26 — $755.7M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers

Assets under management

$755.7Mregulatory AUM
Discretionary $200MNon-discretionary $555.7M