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.
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 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.
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.
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.
You can reach the main office by calling the phone number 404-262-9283 or by fax 404-965-7317. The normal business hours are 9 am to 5pm on Monday - Friday.