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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sage Investment Counsel LLC
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| CRD # | 116907 |
| SEC # | 801-121406 |
| CIK # | 0002055178 |
| AUM | $144.2 M (2025-03-11) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 615-591-1210 |
| Address | 142 5th Avenue North Franklin, TN 37064 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Pinnacle Financial Partners Inc | 8.3 | ||
| Apple Inc | 4.2 | ||
| Energy Transfer Equity LP | 2.4 | ||
| Brookfield Asset Management Inc | 2.2 | ||
| VISA Inc | 1.8 | ||
| Howard Hughes Holdings Inc | 1.8 | ||
| Uber Technologies Inc | 1.8 | ||
| Microsoft Corp | 1.6 | ||
| J P Morgan Chase & Co | 1.6 | ||
| Dollar General Corp | 1.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 10.1 |
| (b) Individuals (high net worth individuals) | 30 | 134.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 195 | 144.2 |
| By Discretionary | ||
| Discretionary | 195 | 144.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 195 | 144.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 144.2 | |
| Total | 195 | 144.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002055178] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Zidel Financial Inc
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|
CO | 0.1 |
|
Newbury Capital Management LLC
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|
CA | 0.1 |
|
Lexington Avenue Capital Management LLC
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|
0.1 | |
|
Armory Capital Management LLC
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NY | 0.1 |
|
Dartmouth Capital Advisors Inc
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|
0.1 | |
|
Savant Investment Advisers Inc
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|
IL | 0.1 |
|
Team Hays Inc
✚
|
TX | 0.1 |
|
Nobscot Investment Management LLC
✚
|
MA | 0.1 |
|
Silicon Beach Wealth LLC
✚
|
CA | 0.1 |
|
Wilian Securities LLC
✚
|
MN | 0.1 |