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- Custodian
- American Funds · Charles Schwab & Company · Jackson National Life
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-03-2004
- Office Locations
- 2
Office Locations
About Sage Investment Counsel
Sage Investment Counsel LLC is an SEC-registered RIA in Franklin, TN serving high-net-worth investors with retirement planning, asset allocation, portfolio and trust portfolio management, and performance/expense and tax-efficiency analysis. Portfolios emphasize diversified active and passive implementation with significant ETF use, and the firm supports custody at Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM DIRK CALVIN MR.
Chief Executive Officer
- CRD
- #1281417
- Ownership
- 75% or more
Jackson Gunn Calvin
Chief Compliance Officer, Chief Financial Officer
- CRD
- #7304568
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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JOHN MICHAEL DENNEY
Securities Trader
- CRD
- #703975
JONATHAN HARDY HENDERSON
Financial Consultant, Wealth Manager
- CRD
- #5240146
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $164,594,287 | $725,085 |
| Non-Discretionary | $0 | -- |
| Total | $164,594,287 | $725,085 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | 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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