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Lee Antony Jerrum

SAGE CAPITAL HOLDINGS, LLC·ATLANTA, Georgia
SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63Clean recordSAGE CAPITAL HOLDINGS, LLC
1100 ABERNATHY ROAD, 500 NORTHPARK, ATLANTA, GA 30327CRD# 1280710Firm CRD# 154306

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lee Antony Jerrum · ATLANTA, GA
Registration
CRD #1280710 · SAGE CAPITAL HOLDINGS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 52TO
Series 53
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

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

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Frequently Asked Questions

What services does Lee Antony Jerrum offer?
Lee Antony Jerrum specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.
What are Lee Antony Jerrum's credentials?
Lee Antony Jerrum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lee Antony Jerrum located?
Lee Antony Jerrum 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 Lee Antony Jerrum charge for services?
Lee Antony Jerrum'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.
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Other Advisors at SAGE CAPITAL HOLDINGS, LLC

Charles Michael Phillips
ATLANTA, GA
Ronald Wayne Lankford
ATLANTA, GA

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Research
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