CRD: 116574
Sage Financial Group Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between July 8, 2025 and June 30, 2026, reported AUM increased 18.4%, from $3.6B to $4.3B.
Across 5 reported observations, AUM increased 42.3% between November 1, 2022 and June 30, 2026, from $3.0B to $4.3B.
Of the latest reported AUM, 91.0% is discretionary and 9.0% is non-discretionary.
The firm reports 21 advisory representatives and 1,116 clients, or 53.1 clients per representative. That equates to $3.8M in reported AUM per client.
The profile lists 4 reported office locations and 27 years in operation. The source data was last updated on June 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
Executive Wealth Manager
- 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
SMA allocation detail is available
Sage Financial Group Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Sage Financial Group Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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