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SAGE TRADING COLLECTIVE
Legal name: SAGE TRADING COLLECTIVE, LLC
CRD 337481File 801-135631
APPROVED
Filing as of Aug 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.22B
Above cohort median (national)
Discretionary AUM
$1.22B
Clients
4,518
4,518 accounts
Employees
4
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 23, 2026
- Principal office
- Not reported
- Phone
- 419-350-8981
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.22B
- Discretionary AUM
- $1.22B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4,518
- Non-discretionary accounts
- 0
- Total accounts
- 4,518
- AUM per client
- $270K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 4,518 | $1.22B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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.