# Sage Investment Counsel

> Sage Investment Counsel is an SEC-registered investment advisory firm in Franklin, TN, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 116907
- Filed as: SAGE INVESTMENT COUNSEL
- Legal name: Sage Investment Counsel LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Franklin, TN
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/116907
- AdvisorCensus page: https://advisorcensus.com/firm/sage-investment-counsel-franklin-tn-116907

## Quick answers

**How is Sage Investment Counsel compensated?**
On its Form ADV (Item 5.E, October 2026), Sage Investment Counsel 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.

**Where is Sage Investment Counsel located?**
Sage Investment Counsel's principal office is in Franklin, TN, according to its Form ADV.

**Is Sage Investment Counsel registered with the SEC or a state?**
Sage Investment Counsel is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 116907.

**How much does Sage Investment Counsel manage?**
Sage Investment Counsel reports $164,594,287 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**How have Sage Investment Counsel's assets and staff changed since 2021?**
In the Form ADV data for Sage Investment Counsel: Regulatory assets under management: $111,937,537 in the October 2021 data and $164,594,287 in the October 2026 data, up 47%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sage Investment Counsel serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (46); high net worth individuals (33).

**Which custodians does Sage Investment Counsel use?**
Sage Investment Counsel'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.

**Does Sage Investment Counsel report any disciplinary disclosures?**
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/116907

**What changed in Sage Investment Counsel's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $144,189,892 to $164,594,287 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $164,594,287
- Discretionary: $164,594,287
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 46 | $10,800,449 |
| High net worth individuals | 33 | $153,793,838 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NE, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [sageinv.com](https://sageinv.com)
- LinkedIn @dirk-calvin-0b06241b
- LinkedIn @jackson-calvin

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $111,937,537 | 4 | July 15, 2021 |
| October 2022 | $128,937,325 | 4 | September 28, 2022 |
| October 2023 | $121,221,050 | 4 | March 17, 2023 |
| October 2024 | $129,657,303 | 4 | March 11, 2024 |
| October 2025 | $144,189,892 | 4 | March 11, 2025 |
| October 2026 | $164,594,287 | 4 | March 3, 2026 |

Regulatory assets under management: $111,937,537 in the October 2021 data and $164,594,287 in the October 2026 data, up 47%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $144,189,892 to $164,594,287 (+14%).

### March 2026
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sage Investment Counsel (CRD 116907): Form ADV filing data as of October 2026.