RIA Intel›Advisers›Georgia›SAGE MOUNTAIN ADVISORS, LLC

SAGE MOUNTAIN ADVISORS, LLC

Advisory

N·ATLANTA, GA

Data as of Jul 9, 2026 · Source: SEC Form ADV

Total AUM

$4.3B

1-Year AUM Growth

+43.4%

3-Year CAGR

+43.8%

Employees

20

Assets Under Management

Total AUM$4.3B

Discretionary AUM$4.3B

Non-Discretionary AUM$602K

Discretionary %100%

Total Clients177

Team

Total Employees20

Investment Advisers31

Employee Growth (1Y)+33.3%

Filing History

Total Filings on Record18

First FilingAug 17, 2018

Latest FilingJul 9, 2026

🔒 Full AUM trend chart and 18 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SAGE MOUNTAIN ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.