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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 Sep 23, 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 | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 1 | 4 | increased by3 |
| Aug 1, 2026 | Clients | 610 | 4,518 | increased by3,908 |
| Aug 1, 2026 | AUM | $505,000,000 | $1,222,000,000 | increased by$717,000,000 |
| Aug 1, 2026 | Accounts | 1,978 | 4,518 | increased by2,540 |
| Apr 1, 2026 | 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 TRADING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SAGE TRADING” 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.