Sage Investment Counsel

Sage Investment Counsel (CRD# 116907) is a financial advisory firm headquartered in Franklin, TN. They manage $129,657,303 in 192 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
142 5th Avenue North, Suite A, Franklin, TN 37064
https://www.linkedin.com/in/jackson-calvin
By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    192
    ACCOUNTS
  • Average Account Value
    $675,298
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TN

Financial Advisors at Sage Investment Counsel
Showing 1 - 4 of 4 top financial advisors.
1
William Calvin, financial advisor Franklin TN
William D. Calvin
CRD#: 1281417
142 5th Avenue North, Suite A, Franklin, TN 37064

William Calvin (CRD# 1281417) is an Investment Advisor Representative working at Sage Investment Counsel in Franklin, TN and has over 39 years of experience in the finance industry.

2
John Denney, financial advisor Franklin TN
John M. Denney
CRD#: 703975
142 5th Avenue North, Suite A, Franklin, TN 37064

John Denney (CRD# 703975) is an Investment Advisor Representative working at Sage Investment Counsel in Franklin, TN and has over 44 years of experience in the finance industry.

3
Jonathan Henderson, financial advisor Franklin TN
Jonathan H. Henderson
CRD#: 5240146
142 5th Avenue North, Suite A, Franklin, TN 37064

Jonathan Henderson (CRD# 5240146) is an Investment Advisor Representative working at Sage Investment Counsel in Franklin, TN and has over 17 years of experience in the finance industry.

4
Jackson Calvin, financial advisor Franklin TN
Jackson G. Calvin
CRD#: 7304568
142 5th Avenue North, Suite A, Franklin, TN 37064

Jackson Calvin (CRD# 7304568) is an Investment Advisor Representative working at Sage Investment Counsel in Franklin, TN and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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