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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 11, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CALVIN, WILLIAM, DIRK | I | MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER/CHIEF OPERATING OFFICER | E | Control |
| CALVIN, WILLIAM, DIRK | I | MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER/CHIEF OPERATING OFFICER | E | Control |
| CALVIN, WILLIAM, DIRK | I | MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER/CHIEF OPERATING OFFICER | E | Control |
| CALVIN, WILLIAM, DIRK | I | MEMBER/PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | E | Control |
| CALVIN, WILLIAM, DIRK | I | MEMBER/CHIEF EXECUTIVE OFFICER | E | Control |
| CALVIN, WILLIAM, DIRK | I | MEMBER/CHIEF EXECUTIVE OFFICER | E | Control |
| CALVIN, WILLIAM, DIRK | I | MEMBER/PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | E | Control |
| CALVIN, WILLIAM, DIRK | I | MEMBER/CHIEF EXECUTIVE OFFICER | E | Control |
| CALVIN, WILLIAM, DIRK | I | MEMBER/CHIEF EXECUTIVE OFFICER | E | Control |
| CALVIN, WILLIAM, DIRK | I | MEMBER/CHIEF EXECUTIVE OFFICER | E | Control |
| Calvin, Jackson, Gunn | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | A | Control |
| Calvin, Jackson, Gunn | I | MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | A | Control |
| Calvin, Jackson, Gunn | I | MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | A | Control |
| Calvin, Jackson, Gunn | I | MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | A | Control |
| Calvin, Jackson, Gunn | I | MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | A | Control |
| Calvin, Jackson, Gunn | I | MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | A | Control |
| Calvin, Jackson, Gunn | I | MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | A | Control |
Registrations
Federal
IA
Mar 11, 2025 REGISTERED
Notice Filings (2)
NE TN
Address
142 5TH AVENUE NORTHSUITE A
FRANKLIN, TN 37064
United States
Phone: 615-591-1210