SourcingSourcing

SAGE FINANCIAL MANAGEMENT GROUP, INC.

C38
CRD 143562·SEC 801-67703·MCLEAN, VA
AUM
$423.2M
$100M-$500M
Est. Revenue
$4.2M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SAGE FINANCIAL MANAGEMENT GROUP, INC.
CRD
143562
SEC file #
801-67703
EIN
208574983
DBA names
Sagevest Wealth Management

Economics

AUM
$423.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$184.8M → $423.2M▲ +129%
Client mix
Individuals High Net Worth115
Individuals Other35

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
3 advisors → 4 advisors▲ +33%
Primary office
MCLEAN VA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
sagevestwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MYERS, JENNIFER, ELISE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MYERS, JENNIFER, ELISE
FELLOWS-JAQUETTE, CATHERINE, ANNE-
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SAGEVESTWEALTH.COM
Rdap Domain Creation Date
2011-04-11T20:56:48Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
23,907
Form 5500 Compensation Trajectory 3y
202523,907
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
23,907
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001762086
Edgar Registered
Yes
Edgar Filing Count
25
Edgar First Filing Date
2021-02-08
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
23
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0001762086-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
1320 OLD CHAIN BRIDGE ROAD, SUITE 250MCLEAN, VA 22101
Business
1320 OLD CHAIN BRIDGE ROAD, SUITE 250MCLEAN, VA 22101
Edgar EIN
208574983
Edgar Recent Filings
13F-HR2026-04-21 · 0001762086-26-000002
13F-HR2026-02-05 · 0001762086-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-04-11T20:56:48Z
Rdap Domain Last Changed
2023-12-19T16:17:05Z
Rdap Nameservers
Ns1.p201.dns.oraclecloud.netNs2.p201.dns.oraclecloud.netNs3.p201.dns.oraclecloud.netNs4.p201.dns.oraclecloud.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2908448
Trust Company Affiliate
No

People (5)

5
MYERS, JENNIFER, ELISE
IAR · Direct Owner · 87.5%
2908448
FELLOWS-JAQUETTE, CATHERINE, ANNE-
Executive Officer · 2.5%
8257549
DANIEL A SERRA
IAR
5525135
Iram Mina Amir
IAR
7380735
Anthony Walter Matteo
IAR
6809446