{
  "crd_number": 116574,
  "slug": "sage-financial-group-inc-west-conshohocken-pa-116574",
  "primary_business_name": "SAGE FINANCIAL GROUP INC.",
  "legal_name": "SAGE FINANCIAL GROUP INC.",
  "dbas": [],
  "city": "West Conshohocken",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2002-10-25",
  "years_registered": 23,
  "period": "2026-10-01",
  "filing_date": "2026-06-30",
  "carried_forward": false,
  "raum_total": 4291847204.0,
  "raum_discretionary": 3905553255.0,
  "raum_non_discretionary": 386293949.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 28,
  "advisory_employees": 21,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 44543376.0,
      "count": 7
    },
    "individuals": {
      "raum": 158159643.0,
      "count": 386
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 22209221.0,
      "count": 3,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 3976836419.0,
      "count": 715
    },
    "pooled_investment_vehicles": {
      "raum": 87035014.0,
      "count": 4
    },
    "corporations_other_businesses": {
      "raum": 3063531.0,
      "count": 1,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "IL",
    "LA",
    "MA",
    "MD",
    "MI",
    "NC",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/70394",
    "https://sagefinancial.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/116574",
  "city_as_filed": "WEST CONSHOHOCKEN",
  "url": "https://advisorcensus.com/firm/sage-financial-group-inc-west-conshohocken-pa-116574",
  "display_name": "Sage Financial Group Inc.",
  "summary": "Sage Financial Group Inc. is an SEC-registered investment advisory firm in West Conshohocken, PA, registered since 2002, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 30, 2026.",
  "citation": "AdvisorCensus. Sage Financial Group Inc. (CRD 116574): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Sage Financial Group Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sage Financial Group Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Sage Financial Group Inc. located?",
      "a": "Sage Financial Group Inc.'s principal office is in West Conshohocken, PA, according to its Form ADV."
    },
    {
      "q": "Is Sage Financial Group Inc. registered with the SEC or a state?",
      "a": "Sage Financial Group Inc. is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 116574."
    },
    {
      "q": "How much does Sage Financial Group Inc. manage?",
      "a": "Sage Financial Group Inc. reports $4,291,847,204 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (91% discretionary)."
    },
    {
      "q": "How have Sage Financial Group Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Sage Financial Group Inc.: Regulatory assets under management: $2,557,400,497 in the October 2021 data and $4,291,847,204 in the October 2026 data, up 68%. Total employees: 24 in October 2021 and 28 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Sage Financial Group Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (715); individuals (other than high net worth individuals) (386); charitable organizations (7)."
    },
    {
      "q": "Which custodians does Sage Financial Group Inc. use?",
      "a": "Sage Financial Group Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Sage Financial Group Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/116574"
    },
    {
      "q": "What changed in Sage Financial Group Inc.'s recent Form ADV filings?",
      "a": "In the July 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2557400497.0,
      "total_employees": 24,
      "filing_date": "2021-05-17"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 3015929198.0,
      "total_employees": 26,
      "filing_date": "2022-07-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2701612545.0,
      "total_employees": 27,
      "filing_date": "2023-07-18"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 3213483087.0,
      "total_employees": 27,
      "filing_date": "2024-07-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 3624143746.0,
      "total_employees": 25,
      "filing_date": "2025-07-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 4291847204.0,
      "total_employees": 28,
      "filing_date": "2026-06-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in LA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 19 to 21.",
        "Regulatory assets under management went from $3,624,143,746 to $4,291,847,204 (+18%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/sage-financial-group-inc-west-conshohocken-pa-116574.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 386,
      "fewer_than_5": false,
      "raum": 158159643.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 715,
      "fewer_than_5": false,
      "raum": 3976836419.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 87035014.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 3,
      "fewer_than_5": true,
      "raum": 22209221.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 44543376.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 3063531.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/116574",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}