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SAGE FINANCIAL GROUP INC.
CRD 116574File 801-61553
APPROVED
Retail clients
Custody
Filing as of Jun 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.29B
Top 25% of cohort (national)
Discretionary AUM
$3.91B
Non-discretionary $386.3M
Clients
1,116
4,334 accounts
Employees
28
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 25, 2002
- Principal office
- FIVE TOWER BRIDGE, 300 BARR HARBOR DRIVE, SUITE 200, WEST CONSHOHOCKEN, PA, 19428
- Phone
- 484-342-4400
- Website
- HTTP://WWW.SAGEFINANCIAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.29B
- Discretionary AUM
- $3.91B
- Non-discretionary AUM
- $386.3M
- Discretionary accounts
- 4,041
- Non-discretionary accounts
- 293
- Total accounts
- 4,334
- AUM per client
- $3.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.1M |
| Charitable organizations | 7 | $44.5M |
| High net worth individuals | 715 | $3.98B |
| Pooled investment vehicles | 4 | $87.0M |
| Pension and profit sharing plans | Fewer than 5 | $22.2M |
| Individuals (other than high net worth individuals) | 386 | $158.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 25 | 28 | increased by3 |
| Apr 1, 2026 | Clients | 1,057 | 1,116 | increased by59 |
| Apr 1, 2026 | AUM | $3,624,143,746 | $4,291,847,204 | increased by$667,703,458 |
| Apr 1, 2026 | Accounts | 4,205 | 4,334 | increased by129 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 26 | 25 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 854 | 1,057 | increased by203 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,015,929,198 | $3,624,143,746 | increased by$608,214,548 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,500 | 4,205 | increased by705 |
| Apr 1, 2022 | Employees | 24 | 26 | increased by2 |
| Apr 1, 2022 | Clients | 790 | 854 | increased by64 |
| Apr 1, 2022 | AUM | $2,557,400,497 | $3,015,929,198 | increased by$458,528,701 |
| Apr 1, 2022 | Accounts | 3,181 | 3,500 | increased by319 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SAGE FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SAGE FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.