SAGE INVESTMENT COUNSEL LLC
A65
CRD 116907·SEC 801-121406·FRANKLIN, TN
AUM
$164.6M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$494K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $111.9M
'23 · $128.9M
'25 · $144.2M
'26 · $164.6M
'22'26
$111.9M → $164.6M▲ +47%
Operations
Advisory staff (5-yr trend)
'22 · 4 advisors
'23 · 4 advisors
'25 · 4 advisors
'26 · 4 advisors
'22'26
4 advisors → 4 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
142 5TH AVENUE NORTHSUITE AFRANKLIN, TN 37064
Business
142 5TH AVENUE NORTHSUITE AFRANKLIN, TN 37064
Edgar Recent Filings
13F-HR2026-04-24 · 0002055178-26-000002
13F-HR2026-01-23 · 0002055178-26-000001