# Sage Mountain Advisors, LLC

> Sage Mountain Advisors, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 9, 2026.

- CRD: 298593
- Filed as: SAGE MOUNTAIN ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: July 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298593
- AdvisorCensus page: https://advisorcensus.com/firm/sage-mountain-advisors-llc-atlanta-ga-298593

## Quick answers

**How is Sage Mountain Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sage Mountain Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**How much does Sage Mountain Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated July 9, 2026 states: Asset-based fee: 0.2% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Sage Mountain Advisors, LLC located?**
Sage Mountain Advisors, LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is Sage Mountain Advisors, LLC registered with the SEC or a state?**
Sage Mountain Advisors, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 298593.

**How much does Sage Mountain Advisors, LLC manage?**
Sage Mountain Advisors, LLC reports $4,286,824,438 in regulatory assets under management in its Form ADV filing dated July 9, 2026 (100% discretionary).

**How have Sage Mountain Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Sage Mountain Advisors, LLC: Regulatory assets under management: $752,824,239 in the October 2021 data and $4,286,824,438 in the October 2026 data, up 469%. Total employees: 9 in October 2021 and 31 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sage Mountain Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (161); individuals (other than high net worth individuals) (25); charitable organizations (4).

**Which custodians does Sage Mountain Advisors, LLC use?**
Sage Mountain Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Sage Mountain Advisors, LLC 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/298593

**What changed in Sage Mountain Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 16 to 20. Regulatory assets under management went from $3,364,259,268 to $4,286,824,438 (+27%). Registered or notice-filed in CO, NC, OK, PA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 9, 2026)

- Asset-based fee: 0.2% to 1.25% a year (a range, as the brochure states it)

> This management fee varies from 0.20% to 1.25% per annum depending upon the size and complexity of a client’s portfolio and the type of services rendered.

- Minimum annual fee: $100,000

> Account relationships who wish to engage our services may do so by agreeing to a minimum annual fee of $100,000, billed quarterly and in arrears.

> Sage Mountain, in its sole discretion, reserves the right to waive its minimum fee and/or charge a lesser investment advisory fee based upon certain criteria.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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: $4,286,824,438
- Discretionary: $4,286,222,457
- Non-discretionary: $601,981

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $4,987,519 |
| High net worth individuals | 161 | $4,020,752,791 |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $26,896,040 |
| Charitable organizations | 4 | $234,188,088 |

### Advisory services (Item 5.G)
- 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)
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 31 total, 20 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, GA, LA, NC, NE, NJ, NY, OK, PA, TN, TX, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [sagemountainadvisors.com](https://sagemountainadvisors.com)
- LinkedIn @sage-mountain-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $752,824,239 | 9 | August 5, 2021 |
| October 2022 | $1,405,350,941 | 15 | March 25, 2022 |
| October 2023 | $1,527,367,629 | 20 | March 27, 2023 |
| October 2024 | $2,190,085,084 | 22 | May 10, 2024 |
| October 2025 | $3,364,259,268 | 25 | July 31, 2025 |
| October 2026 | $4,286,824,438 | 31 | July 9, 2026 |

Regulatory assets under management: $752,824,239 in the October 2021 data and $4,286,824,438 in the October 2026 data, up 469%.
Total employees: 9 in October 2021 and 31 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 16 to 20.
- Regulatory assets under management went from $3,364,259,268 to $4,286,824,438 (+27%).
- Registered or notice-filed in CO, NC, OK, PA.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sage Mountain Advisors, LLC (CRD 298593): Form ADV filing data as of October 2026.