# Sagevest Wealth Management

> 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.

- CRD: 143562
- Filed as: SAGEVEST WEALTH MANAGEMENT
- Legal name: Sage Financial Management Group, Inc.
- Also doing business as: SAGEVEST WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: McLean, VA
- Filing period: October 2026
- Form ADV filing dated: June 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/143562
- AdvisorCensus page: https://advisorcensus.com/firm/sagevest-wealth-management-mclean-va-143562

## Quick answers

**How is Sagevest Wealth Management compensated?**
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.

**What does Sagevest Wealth Management's brochure say about its fees?**
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.

**Where is Sagevest Wealth Management located?**
Sagevest Wealth Management's principal office is in McLean, VA, according to its Form ADV.

**Is Sagevest Wealth Management registered with the SEC or a state?**
Sagevest Wealth Management is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 143562.

**How much does Sagevest Wealth Management manage?**
Sagevest Wealth Management reports $423,234,598 in regulatory assets under management in its Form ADV filing dated June 15, 2026 (100% discretionary).

**How have Sagevest Wealth Management's assets and staff changed since 2021?**
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.

**What types of clients does Sagevest Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (115); individuals (other than high net worth individuals) (35).

**Which custodians does Sagevest Wealth Management use?**
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.

**Does Sagevest Wealth Management 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/143562

**Does Sagevest Wealth Management state an account minimum?**
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)."

**What changed in Sagevest Wealth Management's recent Form ADV filings?**
In the June 2026 filing data: 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
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated June 15, 2026)

- Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it)

> Annual fees vary between 0.50% and 1.00% per annum, depending upon the level of assets under management.

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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).

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

### 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: $423,234,598
- Discretionary: $423,234,598
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $14,330,137 |
| High net worth individuals | 115 | $408,904,461 |

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

### Firm details
- Registered since: 2007 (19 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, FL, MD, NC, NJ, NY, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kidsfinancialeducation.com
- sagevestwealth.com
- LinkedIn @sagevest-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $262,566,925 | 6 | January 25, 2021 |
| October 2022 | $297,681,010 | 7 | May 27, 2022 |
| October 2023 | $254,174,296 | 8 | September 27, 2023 |
| October 2024 | $300,646,604 | 6 | March 19, 2024 |
| October 2025 | $358,501,012 | 6 | March 21, 2025 |
| October 2026 | $423,234,598 | 6 | June 15, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $358,501,012 to $423,234,598 (+18%).

### December 2025
- Registered or notice-filed in NC, NJ, NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sagevest Wealth Management (CRD 143562): Form ADV filing data as of October 2026.