CRD: 116574
Sage Financial Group Inc.
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-27-1999
- Office Locations
- 4
Office Locations
About Sage Financial Group Inc.
Sage Financial Group is an independent, fee-only RIA founded in 1989 serving high-net-worth individuals and families. The team provides holistic financial planning and thoughtful portfolio management, with access to select family office services, and emphasizes objective advice with no commissions or parent-company product mandates. The firm reports 98% client retention.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MITCHELL EVAN BEDNOFF
PARTNER, Principal, VICE PRESIDENT
- CRD
- #3029642
- Ownership
- 5% but less than 10%
JOHN JAMES SION
Chief Compliance Officer, PARTNER, Principal
- CRD
- #4569836
- Ownership
- 5% but less than 10%
Showing 2 of 4 owners & executives
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BRANDON ALLEN BAKER
Wealth Manager
- CRD
- #6475981
ANDREW CARDWELL BROWN
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- CRD
- #5145612
Showing 2 of 20 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,905,553,255 | $966,482 |
| Non-Discretionary | $386,293,949 | $1,318,409 |
| Total | $4,291,847,204 | $990,274 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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