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SAGE INVESTMENT COUNSEL

FRANKLIN, TN · CRD 116907 · IAPD ↗ · 615-591-1210

$164.6MRegulatory AUM
4Advisory reps
4Employees
1Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2026 — SAGE INVESTMENT COUNSEL notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2025 — SAGE INVESTMENT COUNSEL now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
42
December 2024 — SAGE INVESTMENT COUNSEL notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.