SourcingSourcing

SAGE ADVISORS, LLC

C44
CRD 301328·SEC 801-115281·EDMONDS, WA
AUM
$575.1M
$500M-$1B
Est. Revenue
$5.8M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SAGE ADVISORS, LLC
CRD
301328
SEC file #
801-115281
EIN
133421677
DBA names
—

Economics

AUM
$575.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$156.4M → $575.1M▲ +268%
Client mix
Individuals Other525
Individuals High Net Worth150
Pension Profit Sharing Plans13
Charitable Organizations2

Operations

Employees (total)
11
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
EDMONDS WA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingEducational Seminars Workshops
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
01/08/2026
ADV-W filed at
—
Website
sageadvisorsllc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COLE, RUSSELL, DARIN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
COLE, RUSSELL, DARIN
COLE, JORDAN, DONALD
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
SAGEADVISORSLLC.COM
Rdap Domain Creation Date
2007-04-12T00:43:01Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
19,101
Form 5500 Compensation Trajectory 3y
202519,101
20260
Form 5500 Plan Count Trajectory 3y
20251
20261
Schedule C Total Compensation
19,101
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0000833101
Edgar Registered
Yes
Edgar Filing Count
19
Edgar First Filing Date
2004-08-06
Edgar Last Filing Date
2026-02-03
Edgar Form D Count
18
Edgar Form D Offerings
2026-02-032026-02-03 · 0000833101-26-000001
2025-02-032025-02-03 · 0000833101-25-000001
Edgar Former Names
HAMPSHIRE INSTITUTIONAL FUND LP

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
Fidelity8
E*trade4
Edgar Addresses
Mailing
C/O SAGE ADVISORS, LLC99 PARK AVENUE, 16TH FLOORNEW YORK, NY 10016
Business
C/O SAGE ADVISORS, LLC99 PARK AVENUE, 16TH FLOORNEW YORK, NY 10016
Edgar EIN
133421677
Edgar Recent Filings
D/A2026-02-03 · 0000833101-26-000001
D/A2025-02-03 · 0000833101-25-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-12T00:43:01Z
Rdap Domain Last Changed
2026-03-23T09:29:59Z
Rdap Nameservers
Ns1.ipower.comNs2.ipower.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
1531728
Trust Company Affiliate
No

People (6)

6
COLE, RUSSELL, DARIN
IAR · Direct Owner · 87.5%
1531728
COLE, JORDAN, DONALD
IAR · Direct Owner · 17.5%
5965525
GRIGGS, MICHAELA, LYNNE
IAR · Direct Owner · 7.5%
6529088
Cole, Brandon, Russell
Direct Owner · 7.5%
6839646
HELKE, MICHAEL, JOSEPH
Executive Officer · 2.5%
6535790
MICHAEL RICHARD BELL
IAR
6373885