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- Custodian
- American Funds · Capital Group · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-2019
- Office Locations
- 1
Office Locations
About Sage Advisors, LLC
Sage Advisors, LLC is a Washington-based RIA providing personalized financial planning and investment management. The team starts with client values, priorities, and goals, pairing education with an intentional planning process. Portfolios emphasize long-term diversification and are managed by a dedicated Director of Portfolio Management (CFA®, CFP®). Advisors act as fiduciaries and serve clients from young professionals to families, business owners, and retirees; custody includes Fidelity/NFS.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
RUSSELL DARIN COLE
Financial Planner, Manager
- CRD
- #1531728
- Ownership
- 75% or more
JORDAN DONALD COLE
Certified Financial Planner, Chief Financial Officer
- CRD
- #5965525
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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MICHAEL RICHARD BELL
Financial Planner
- CRD
- #6373885
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $535,853,562 | $786,863 |
| Non-Discretionary | $39,294,121 | $4,366,013 |
| Total | $575,147,683 | $833,547 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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