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| Sage Investment Counsel LLC
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|---|---|
| CRD # | 116907 |
| SEC # | 801-121406 |
| CIK # | 0002055178 |
| AUM | 164.6 M (2026-03-03) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 615-591-1210 |
| Address | 142 5th Avenue North Franklin, TN 37064 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Pinnacle Financial Partners Inc | 6.5 | ||
| Apple Inc | 4.9 | ||
| Energy Transfer Equity LP | 2.6 | ||
| Brookfield Asset Management Inc | 2.2 | ||
| Visa Inc | 2.1 | ||
| Uber Technologies Inc | 1.8 | ||
| Ace Ltd | 1.7 | ||
| Howard Hughes Holdings Inc | 1.7 | ||
| TFS Financial Corp | 1.6 | ||
| Bank of America Corp /DE/ | 1.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 10.8 |
| (b) Individuals (high net worth individuals) | 33 | 153.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 227 | 164.6 |
| By Discretionary | ||
| Discretionary | 227 | 164.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 227 | 164.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 164.6 | |
| Total | 227 | 164.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002055178] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
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