SAGEGUARD FINANCIAL GROUP, LLC
CRD #160266 SEC #801-127052 GOODLETTSVILLE, TN (615) 859-4567
SEC Registered
Total AUM
$607.7M
Discretionary
$200M
Employees
11
Clients
0
Accounts
3,583
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $607.7M | $200M | $407.7M | 12 | 0 |
| Dec 2025 | $607.7M | $200M | $407.7M | 11 | 0 |
| Aug 2025 | $607.7M | $200M | $407.7M | 11 | 0 |
| Feb 2025 | $607.7M | $200M | $407.7M | 10 | 0 |
| Apr 2024 | $377.9M | $100M | $277.9M | 16 | 0 |
| Mar 2024 | $377.9M | $100M | $277.9M | 16 | 0 |
| Jan 2024 | $345.9M | $87.5M | $258.4M | 16 | 0 |
| Jan 2024 | $345.9M | $87.5M | $258.4M | 15 | 0 |
| Jan 2024 | $345.9M | $87.5M | $258.4M | 15 | 0 |
| Dec 2023 | $345.9M | $87.5M | $258.4M | 14 | 0 |
| Sep 2023 | $345.9M | $87.5M | $258.4M | 14 | 0 |
| Sep 2023 | $345.9M | $87.5M | $258.4M | 13 | 0 |
| Jul 2023 | $345.9M | $87.5M | $258.4M | 13 | 0 |
| Jun 2023 | $332M | $300M | $32M | 13 | 0 |
| Apr 2023 | $332M | $300M | $32M | 13 | 0 |
| Feb 2023 | $257M | $257M | $0 | 13 | 0 |
| Feb 2023 | $257M | $257M | $0 | 12 | 0 |
| Feb 2023 | $0 | $0 | $0 | 12 | 0 |
| Jan 2023 | $0 | $0 | $0 | 3 | 0 |
| Nov 2022 | $0 | $0 | $0 | 3 | 0 |
| Nov 2022 | $0 | $0 | $0 | 3 | 0 |
| May 2021 | $365M | $335M | $30M | 10 | 0 |
| Jan 2021 | $320M | $290M | $30M | 11 | 0 |
| Dec 2020 | $320M | $290M | $30M | 11 | 0 |
| Nov 2020 | $320M | $290M | $30M | 11 | 0 |
| Nov 2020 | $320M | $290M | $30M | 9 | 0 |
| Nov 2020 | $320M | $290M | $30M | 9 | 0 |
| Nov 2020 | $320M | $290M | $30M | 9 | 0 |
| Oct 2020 | $290M | $265M | $25M | 9 | 0 |
| Sep 2020 | $290M | $265M | $25M | 10 | 0 |
| Jun 2020 | $290M | $265M | $25M | 11 | 0 |
| Jun 2020 | $290M | $265M | $25M | 11 | 0 |
| May 2020 | $290M | $265M | $25M | 11 | 0 |
| Mar 2020 | $290M | $265M | $25M | 11 | 0 |
| Feb 2020 | $290M | $265M | $25M | 11 | 0 |
| Jan 2020 | $275.4M | $247.9M | $27.5M | 11 | 0 |
| Jan 2020 | $275.4M | $247.9M | $27.5M | 11 | 0 |
| Nov 2019 | $275.4M | $247.9M | $27.5M | 10 | 0 |
| Nov 2019 | $275.4M | $247.9M | $27.5M | 12 | 0 |
| Nov 2019 | $275.4M | $247.9M | $27.5M | 12 | 0 |
| Sep 2019 | $264.7M | $238.2M | $26.5M | 12 | 0 |
| Sep 2019 | $264.7M | $238.2M | $26.5M | 13 | 0 |
| Aug 2019 | $264.7M | $238.2M | $26.5M | 14 | 0 |
| Aug 2019 | $264.7M | $238.2M | $26.5M | 14 | 0 |
| Aug 2019 | $264.7M | $26.5M | $238.2M | 14 | 0 |
| Jul 2019 | $264.7M | $26.5M | $238.2M | 14 | 0 |
| Jul 2019 | $247M | $237M | $10M | 14 | 0 |
| May 2019 | $247M | $237M | $10M | 13 | 0 |
| May 2019 | $247M | $237M | $10M | 13 | 0 |
| Apr 2019 | $220M | $210M | $10M | 15 | 0 |
| Mar 2019 | $220M | $210M | $10M | 16 | 0 |
| Jan 2019 | $220M | $210M | $10M | 15 | 0 |
| Dec 2018 | $225M | $215M | $10M | 15 | 0 |
| Oct 2018 | $222M | $215M | $7M | 15 | 0 |
| Oct 2018 | $222M | $215M | $7M | 15 | 0 |
| Sep 2018 | $222M | $215M | $7M | 15 | 0 |
| May 2018 | $202M | $190M | $12M | 15 | 0 |
| Mar 2018 | $183M | $173M | $10M | 15 | 0 |
| Feb 2018 | $183M | $173M | $10M | 15 | 0 |
| Dec 2017 | $167.9M | $160M | $7.9M | 15 | 25 |
| Oct 2017 | $150M | $140M | $10M | 15 | 25 |
| Sep 2017 | $150M | $140M | $10M | 14 | 1,575 |
| Aug 2017 | $150M | $140M | $10M | 14 | 1,575 |
| Jun 2017 | $135M | $130M | $5M | 14 | 1,575 |
| Apr 2017 | $135M | $130M | $5M | 14 | 1,575 |
| Mar 2017 | $126.5M | $121.5M | $5M | 14 | 1,575 |
| Mar 2017 | $126.5M | $121.5M | $5M | 14 | 1,575 |
| Feb 2017 | $126.5M | $121.5M | $5M | 14 | 700 |
| Feb 2017 | $126.5M | $121.5M | $5M | 14 | 700 |
| Dec 2016 | $125M | $120.1M | $4.9M | 12 | 700 |
| Nov 2016 | $125M | $120.1M | $4.9M | 15 | 700 |
| Sep 2016 | $110.2M | $105.3M | $4.9M | 15 | 700 |
| Sep 2016 | $110.2M | $105.3M | $4.9M | 14 | 700 |
| Aug 2016 | $110.2M | $105.3M | $4.9M | 13 | 700 |
| Jun 2016 | $100.4M | $96.7M | $3.7M | 13 | 700 |
| May 2016 | $100.4M | $96.7M | $3.7M | 13 | 700 |
| May 2016 | $100.4M | $96.7M | $3.7M | 13 | 700 |
DateDec 2025
Total AUM$607.7M
Discretionary$200M
Non-Disc.$407.7M
Employees12
Clients0
DateDec 2025
Total AUM$607.7M
Discretionary$200M
Non-Disc.$407.7M
Employees11
Clients0
DateAug 2025
Total AUM$607.7M
Discretionary$200M
Non-Disc.$407.7M
Employees11
Clients0
DateFeb 2025
Total AUM$607.7M
Discretionary$200M
Non-Disc.$407.7M
Employees10
Clients0
DateApr 2024
Total AUM$377.9M
Discretionary$100M
Non-Disc.$277.9M
Employees16
Clients0
DateMar 2024
Total AUM$377.9M
Discretionary$100M
Non-Disc.$277.9M
Employees16
Clients0
DateJan 2024
Total AUM$345.9M
Discretionary$87.5M
Non-Disc.$258.4M
Employees16
Clients0
DateJan 2024
Total AUM$345.9M
Discretionary$87.5M
Non-Disc.$258.4M
Employees15
Clients0
DateJan 2024
Total AUM$345.9M
Discretionary$87.5M
Non-Disc.$258.4M
Employees15
Clients0
DateDec 2023
Total AUM$345.9M
Discretionary$87.5M
Non-Disc.$258.4M
Employees14
Clients0
DateSep 2023
Total AUM$345.9M
Discretionary$87.5M
Non-Disc.$258.4M
Employees14
Clients0
DateSep 2023
Total AUM$345.9M
Discretionary$87.5M
Non-Disc.$258.4M
Employees13
Clients0
DateJul 2023
Total AUM$345.9M
Discretionary$87.5M
Non-Disc.$258.4M
Employees13
Clients0
DateJun 2023
Total AUM$332M
Discretionary$300M
Non-Disc.$32M
Employees13
Clients0
DateApr 2023
Total AUM$332M
Discretionary$300M
Non-Disc.$32M
Employees13
Clients0
DateFeb 2023
Total AUM$257M
Discretionary$257M
Non-Disc.$0
Employees13
Clients0
DateFeb 2023
Total AUM$257M
Discretionary$257M
Non-Disc.$0
Employees12
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2021
Total AUM$365M
Discretionary$335M
Non-Disc.$30M
Employees10
Clients0
DateJan 2021
Total AUM$320M
Discretionary$290M
Non-Disc.$30M
Employees11
Clients0
DateDec 2020
Total AUM$320M
Discretionary$290M
Non-Disc.$30M
Employees11
Clients0
DateNov 2020
Total AUM$320M
Discretionary$290M
Non-Disc.$30M
Employees11
Clients0
DateNov 2020
Total AUM$320M
Discretionary$290M
Non-Disc.$30M
Employees9
Clients0
DateNov 2020
Total AUM$320M
Discretionary$290M
Non-Disc.$30M
Employees9
Clients0
DateNov 2020
Total AUM$320M
Discretionary$290M
Non-Disc.$30M
Employees9
Clients0
DateOct 2020
Total AUM$290M
Discretionary$265M
Non-Disc.$25M
Employees9
Clients0
DateSep 2020
Total AUM$290M
Discretionary$265M
Non-Disc.$25M
Employees10
Clients0
DateJun 2020
Total AUM$290M
Discretionary$265M
Non-Disc.$25M
Employees11
Clients0
DateJun 2020
Total AUM$290M
Discretionary$265M
Non-Disc.$25M
Employees11
Clients0
DateMay 2020
Total AUM$290M
Discretionary$265M
Non-Disc.$25M
Employees11
Clients0
DateMar 2020
Total AUM$290M
Discretionary$265M
Non-Disc.$25M
Employees11
Clients0
DateFeb 2020
Total AUM$290M
Discretionary$265M
Non-Disc.$25M
Employees11
Clients0
DateJan 2020
Total AUM$275.4M
Discretionary$247.9M
Non-Disc.$27.5M
Employees11
Clients0
DateJan 2020
Total AUM$275.4M
Discretionary$247.9M
Non-Disc.$27.5M
Employees11
Clients0
DateNov 2019
Total AUM$275.4M
Discretionary$247.9M
Non-Disc.$27.5M
Employees10
Clients0
DateNov 2019
Total AUM$275.4M
Discretionary$247.9M
Non-Disc.$27.5M
Employees12
Clients0
DateNov 2019
Total AUM$275.4M
Discretionary$247.9M
Non-Disc.$27.5M
Employees12
Clients0
DateSep 2019
Total AUM$264.7M
Discretionary$238.2M
Non-Disc.$26.5M
Employees12
Clients0
DateSep 2019
Total AUM$264.7M
Discretionary$238.2M
Non-Disc.$26.5M
Employees13
Clients0
DateAug 2019
Total AUM$264.7M
Discretionary$238.2M
Non-Disc.$26.5M
Employees14
Clients0
DateAug 2019
Total AUM$264.7M
Discretionary$238.2M
Non-Disc.$26.5M
Employees14
Clients0
DateAug 2019
Total AUM$264.7M
Discretionary$26.5M
Non-Disc.$238.2M
Employees14
Clients0
DateJul 2019
Total AUM$264.7M
Discretionary$26.5M
Non-Disc.$238.2M
Employees14
Clients0
DateJul 2019
Total AUM$247M
Discretionary$237M
Non-Disc.$10M
Employees14
Clients0
DateMay 2019
Total AUM$247M
Discretionary$237M
Non-Disc.$10M
Employees13
Clients0
DateMay 2019
Total AUM$247M
Discretionary$237M
Non-Disc.$10M
Employees13
Clients0
DateApr 2019
Total AUM$220M
Discretionary$210M
Non-Disc.$10M
Employees15
Clients0
DateMar 2019
Total AUM$220M
Discretionary$210M
Non-Disc.$10M
Employees16
Clients0
DateJan 2019
Total AUM$220M
Discretionary$210M
Non-Disc.$10M
Employees15
Clients0
DateDec 2018
Total AUM$225M
Discretionary$215M
Non-Disc.$10M
Employees15
Clients0
DateOct 2018
Total AUM$222M
Discretionary$215M
Non-Disc.$7M
Employees15
Clients0
DateOct 2018
Total AUM$222M
Discretionary$215M
Non-Disc.$7M
Employees15
Clients0
DateSep 2018
Total AUM$222M
Discretionary$215M
Non-Disc.$7M
Employees15
Clients0
DateMay 2018
Total AUM$202M
Discretionary$190M
Non-Disc.$12M
Employees15
Clients0
DateMar 2018
Total AUM$183M
Discretionary$173M
Non-Disc.$10M
Employees15
Clients0
DateFeb 2018
Total AUM$183M
Discretionary$173M
Non-Disc.$10M
Employees15
Clients0
DateDec 2017
Total AUM$167.9M
Discretionary$160M
Non-Disc.$7.9M
Employees15
Clients25
DateOct 2017
Total AUM$150M
Discretionary$140M
Non-Disc.$10M
Employees15
Clients25
DateSep 2017
Total AUM$150M
Discretionary$140M
Non-Disc.$10M
Employees14
Clients1,575
DateAug 2017
Total AUM$150M
Discretionary$140M
Non-Disc.$10M
Employees14
Clients1,575
DateJun 2017
Total AUM$135M
Discretionary$130M
Non-Disc.$5M
Employees14
Clients1,575
DateApr 2017
Total AUM$135M
Discretionary$130M
Non-Disc.$5M
Employees14
Clients1,575
DateMar 2017
Total AUM$126.5M
Discretionary$121.5M
Non-Disc.$5M
Employees14
Clients1,575
DateMar 2017
Total AUM$126.5M
Discretionary$121.5M
Non-Disc.$5M
Employees14
Clients1,575
DateFeb 2017
Total AUM$126.5M
Discretionary$121.5M
Non-Disc.$5M
Employees14
Clients700
DateFeb 2017
Total AUM$126.5M
Discretionary$121.5M
Non-Disc.$5M
Employees14
Clients700
DateDec 2016
Total AUM$125M
Discretionary$120.1M
Non-Disc.$4.9M
Employees12
Clients700
DateNov 2016
Total AUM$125M
Discretionary$120.1M
Non-Disc.$4.9M
Employees15
Clients700
DateSep 2016
Total AUM$110.2M
Discretionary$105.3M
Non-Disc.$4.9M
Employees15
Clients700
DateSep 2016
Total AUM$110.2M
Discretionary$105.3M
Non-Disc.$4.9M
Employees14
Clients700
DateAug 2016
Total AUM$110.2M
Discretionary$105.3M
Non-Disc.$4.9M
Employees13
Clients700
DateJun 2016
Total AUM$100.4M
Discretionary$96.7M
Non-Disc.$3.7M
Employees13
Clients700
DateMay 2016
Total AUM$100.4M
Discretionary$96.7M
Non-Disc.$3.7M
Employees13
Clients700
DateMay 2016
Total AUM$100.4M
Discretionary$96.7M
Non-Disc.$3.7M
Employees13
Clients700