Sage Capital Holdings, LLC (Atlanta)

Sage Capital Holdings, LLC is an adviser based in Atlanta. It manages $28.83 million of regulatory assets for 103 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Georgia.

Sage Capital Holdings provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sage Capital Holdings: assets under management

The assets under management (AUM) of Sage Capital Holdings, LLC is $28.83 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $28.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $279.92 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sage Capital Holdings, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Sage Capital Holdings, LLC

Thomas Marion Johnson has been acting as President since 1 Mar 2010. Robert Church King joined the executive team most recently as the Board Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Theodore Irving Bowden	Chief compliance officer, secretary, board member	1 Mar 2010	Other	852534
Ronald Wayne Lankford	Board member, treasurer	1 Mar 2010	Other	1751588
Thomas Marion Johnson	Chairman	1 Mar 2010	Other	811554
Reliance Financial Corporation	Owner	1 Mar 2010	Other	58-2622147
Llc Southern Trading Partners & Consultants	Owner	1 Mar 2010	Other	26-3991413
Scott Robert Nieboer	Board member	1 Mar 2010	Other	1574729
Charles Michael Phillips	Board member	1 Mar 2010	Other	1492861
Lee Antony Jerrum	Board member	1 Mar 2010	Other	1280710
Robert Church King	Board member	1 Jun 2010	Other	719884

Based in Atlanta

The principal office where Sage Capital Holdings, LLC performs its advisory services is located at 1100 Abernathy Road, Atlanta, GA 30328 5634, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.