# Sage Investment Group

> Sage Investment Group is a state-registered investment advisory firm in Pasadena, CA, registered since 2022, with no regulatory assets under management reported in its Form ADV filing dated January 20, 2026.

- CRD: 322823
- Filed as: SAGE INVESTMENT GROUP
- Legal name: Sage Investment Group, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Pasadena, CA
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322823
- AdvisorCensus page: https://advisorcensus.com/firm/sage-investment-group-pasadena-ca-322823

## Quick answers

**How is Sage Investment Group compensated?**
On its Form ADV (Item 5.E, October 2026), Sage Investment Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sage Investment Group located?**
Sage Investment Group's principal office is in Pasadena, CA, according to its Form ADV.

**Is Sage Investment Group registered with the SEC or a state?**
Sage Investment Group is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 322823.

**Does Sage Investment Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/322823

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Commissions

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sageinvestmentgroup.com
- LinkedIn @scott-w-burch

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sage Investment Group (CRD 322823): Form ADV filing data as of October 2026.