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SAGE FINANCIAL GROUP INC.
CRD 116574File 801-61553
APPROVED
Retail clients
Custody
Filing as of Jun 30, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.