SAGE INVESTMENT COUNSEL LLC
Legal name: SAGE INVESTMENT COUNSEL
CRD #116907 SEC #801-121406 FRANKLIN, TN 615-591-1210
SEC Registered
Total AUM
$144.2M
Discretionary
$144.2M
Employees
4
Clients
0
Accounts
195
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $144.2M | $144.2M | $0 | 4 | 1 |
| Nov 2024 | $129.7M | $129.7M | $0 | 4 | 1 |
| Mar 2024 | $129.7M | $129.7M | $0 | 4 | 1 |
| Mar 2023 | $121.2M | $121.2M | $0 | 4 | 1 |
| Oct 2022 | $128.9M | $128.9M | $0 | 4 | 1 |
| Sep 2022 | $128.9M | $128.9M | $0 | 4 | 1 |
| Mar 2022 | $128.9M | $128.9M | $0 | 4 | 1 |
| Jul 2021 | $111.9M | $111.9M | $0 | 4 | 3 |
| May 2021 | $111.9M | $111.9M | $0 | 4 | 3 |
| May 2021 | $111.9M | $111.9M | $0 | 4 | 3 |
DateMar 2025
Total AUM$144.2M
Discretionary$144.2M
Non-Disc.$0
Employees4
Clients1
DateNov 2024
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees4
Clients1
DateMar 2024
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees4
Clients1
DateMar 2023
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees4
Clients1
DateOct 2022
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees4
Clients1
DateSep 2022
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees4
Clients1
DateMar 2022
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees4
Clients1
DateJul 2021
Total AUM$111.9M
Discretionary$111.9M
Non-Disc.$0
Employees4
Clients3
DateMay 2021
Total AUM$111.9M
Discretionary$111.9M
Non-Disc.$0
Employees4
Clients3
DateMay 2021
Total AUM$111.9M
Discretionary$111.9M
Non-Disc.$0
Employees4
Clients3