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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-01-2018
- Office Locations
- 1
Office Locations
About Sage Mountain Advisors, LLC
Sage Mountain Advisors is an SEC-registered RIA providing concierge, 360-degree wealth management for families and entrepreneurial clients, spanning investment management, trust and estate planning, and tax-aware advice. The team blends Wall Street heritage with a boutique, no-commissions fiduciary model and avoids model portfolios, enabling tailored solutions across public and private markets. A differentiator is its community-sourced alternative investing network and commission-free deal facilitation, supported by Addepar reporting.
Reported data analysis
What the numbers show
Between July 31, 2025 and March 17, 2026, reported AUM increased 27.4%, from $3.4B to $4.3B.
Across 5 reported observations, AUM increased 205.0% between October 20, 2022 and March 17, 2026, from $1.4B to $4.3B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 20 advisory representatives and 206 clients, or 10.3 clients per representative. That equates to $20.8M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on July 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Sage Mountain Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANTHONY JOHN COX
Chief Investment Officer, President
- CRD
- #5704030
- Ownership
- Less than 5%
ANDREA WHITNEY IMERAJ
Chief Compliance Officer, Chief Operations Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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JOHN RUSSELL ALLEN
Director
- CRD
- #5454936
MICHAEL HUNTER BROOKS
Senior Portfolio Manager
- CRD
- #5977627
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,286,222,457 | $22,920,976 |
| Non-Discretionary | $601,981 | $100,330 |
| Total | $4,286,824,438 | $22,211,526 |
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Separately Managed Accounts
SMA allocation detail is available
Sage Mountain Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Sage Mountain Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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