SAGE CAPITAL HOLDINGS, LLC

ATLANTA, Georgia·5 registered advisors·CRD# 154306
SEC# 801-71690404-262-9283
01

Firm Overview

AUM
$29M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SAGE CAPITAL HOLDINGS, LLC

5 registered advisors
Charles Michael Phillips
ATLANTA, Georgia
Lee Antony Jerrum
ATLANTA, Georgia
Robert Church King
ATLANTA, Georgia
Ronald Wayne Lankford
ATLANTA, Georgia
Scott Robert Nieboer
ATLANTA, Georgia
05

Office Locations

ATLANTA, Georgia
5 advisors

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Data sourced from SEC Form ADV filings. SAGE CAPITAL HOLDINGS, LLC (CRD# 154306) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.