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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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