AdvisorOS Directory
Claim Profile
Unclaimed Profile
CP

Charles Michael Phillips

SAGE CAPITAL HOLDINGS, LLC·ATLANTA, Georgia
Series 7, Series 55, Series 63SAGE CAPITAL HOLDINGS, LLC
1100 ABERNATHY ROAD, 500 NORTHPARK, ATLANTA, GA 30327CRD# 1492861Firm CRD# 154306

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Michael Phillips · ATLANTA, GA
Registration
CRD #1492861 · SAGE CAPITAL HOLDINGS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 7
Series 55
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
SAGE CAPITAL HOLDINGS, LLC
CRD 154306 · SEC 801-71690
AUM
$29M
Regulatory assets under management
Employees
3
103 client accounts
Services offered by SAGE CAPITAL HOLDINGS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SAGE CAPITAL HOLDINGS, LLC →
Introduction

Speak with Charles

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Charles is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ATLANTA?

Browse all registered financial advisors in ATLANTA, Georgia or claim this profile if it's yours.

Browse ATLANTA AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Charles Michael Phillips offer?
Charles Michael Phillips specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.
What are Charles Michael Phillips's credentials?
Charles Michael Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Michael Phillips located?
Charles Michael Phillips is based in ATLANTA, Georgia, working with SAGE CAPITAL HOLDINGS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Charles Michael Phillips charge for services?
Charles Michael Phillips's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAGE CAPITAL HOLDINGS, LLC?
SAGE CAPITAL HOLDINGS, LLC has approximately 3 employees and manages $29M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SAGE CAPITAL HOLDINGS, LLC

Lee Antony Jerrum
ATLANTA, GA
Ronald Wayne Lankford
ATLANTA, GA

More Advisors in ATLANTA, Georgia

Leslie Walden Uddin
AON RETIREMENT PLAN ADVISORS, LLC·ATLANTA, GA
Helen Howard Prater
FSC SECURITIES CORPORATION·ATLANTA, GA
Matthew Adam Schlueter
OSAIC ADVISORY SERVICES, LLC·ATLANTA, GA
Adam Brett Simon
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC·ATLANTA, GA
Theodore Irving Bowden
SUNTRUST ADVISORY SERVICES, INC.·ATLANTA, GA
Bradley Ross Sims
RETIREMENT FUND MANAGEMENT, LLC·ATLANTA, GA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Georgia
ALPHARETTA (101)MARIETTA (43)ROSWELL (29)DULUTH (28)COLUMBUS (22)ATHENS (22)THOMASVILLE (21)AUGUSTA (19)SAVANNAH (17)NORCROSS (17)
City Guides
ALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH GuideCOLUMBUS Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
Request removal of this profile