{
  "crd_number": 143562,
  "slug": "sagevest-wealth-management-mclean-va-143562",
  "primary_business_name": "SAGEVEST WEALTH MANAGEMENT",
  "legal_name": "SAGE FINANCIAL MANAGEMENT GROUP, INC.",
  "dbas": [
    "SAGEVEST WEALTH MANAGEMENT"
  ],
  "city": "McLean",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2007-03-30",
  "years_registered": 19,
  "period": "2026-10-01",
  "filing_date": "2026-06-15",
  "carried_forward": false,
  "raum_total": 423234598.0,
  "raum_discretionary": 423234598.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 14330137.0,
      "count": 35
    },
    "high_net_worth_individuals": {
      "raum": 408904461.0,
      "count": 115
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "DC",
    "FL",
    "MD",
    "NC",
    "NJ",
    "NY",
    "TX",
    "VA"
  ],
  "websites": [
    "https://kidsfinancialeducation.com",
    "https://linkedin.com/company/sagevest-wealth-management/posts?feedView=all",
    "https://sagevestwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/143562",
  "city_as_filed": "MCLEAN",
  "url": "https://advisorcensus.com/firm/sagevest-wealth-management-mclean-va-143562",
  "display_name": "Sagevest Wealth Management",
  "summary": "Sagevest Wealth Management is an SEC-registered investment advisory firm in McLean, VA, registered since 2007, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 15, 2026.",
  "citation": "AdvisorCensus. Sagevest Wealth Management (CRD 143562): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Sagevest Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sagevest Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "What does Sagevest Wealth Management's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated June 15, 2026 states: Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Sagevest Wealth Management located?",
      "a": "Sagevest Wealth Management's principal office is in McLean, VA, according to its Form ADV."
    },
    {
      "q": "Is Sagevest Wealth Management registered with the SEC or a state?",
      "a": "Sagevest Wealth Management is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 143562."
    },
    {
      "q": "How much does Sagevest Wealth Management manage?",
      "a": "Sagevest Wealth Management reports $423,234,598 in regulatory assets under management in its Form ADV filing dated June 15, 2026 (100% discretionary)."
    },
    {
      "q": "How have Sagevest Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Sagevest Wealth Management: Regulatory assets under management: $262,566,925 in the October 2021 data and $423,234,598 in the October 2026 data, up 61%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Sagevest Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (115); individuals (other than high net worth individuals) (35)."
    },
    {
      "q": "Which custodians does Sagevest Wealth Management use?",
      "a": "Sagevest Wealth Management'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 Sagevest Wealth Management 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/143562"
    },
    {
      "q": "Does Sagevest Wealth Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 15, 2026 says: \"SageVest has a minimum investment amount of $ 1,000,000 for all new client relationships (unless an exception is granted, such as for a client’s child).\""
    },
    {
      "q": "What changed in Sagevest Wealth Management's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 262566925.0,
      "total_employees": 6,
      "filing_date": "2021-01-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 297681010.0,
      "total_employees": 7,
      "filing_date": "2022-05-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 254174296.0,
      "total_employees": 8,
      "filing_date": "2023-09-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 300646604.0,
      "total_employees": 6,
      "filing_date": "2024-03-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 358501012.0,
      "total_employees": 6,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 423234598.0,
      "total_employees": 6,
      "filing_date": "2026-06-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $358,501,012 to $423,234,598 (+18%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in NC, NJ, NY."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 15, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 1% a year",
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Annual fees vary between 0.50% and 1.00% per annum, depending upon the level of assets under management."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "SageVest has a minimum investment amount of $ 1,000,000 for all new client relationships (unless an exception is granted, such as for a client’s child)."
        ]
      }
    ],
    "quotes": [
      "Annual fees vary between 0.50% and 1.00% per annum, depending upon the level of assets under management.",
      "SageVest has a minimum investment amount of $ 1,000,000 for all new client relationships (unless an exception is granted, such as for a client’s child)."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "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/sagevest-wealth-management-mclean-va-143562.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 35,
      "fewer_than_5": false,
      "raum": 14330137.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 115,
      "fewer_than_5": false,
      "raum": 408904461.0
    }
  ],
  "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/143562",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}