CRD: 160266
Sageguard Financial Group, LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-01-2009
- Office Locations
- 5
Office Locations
About Sageguard Financial Group, LLC
SageGuard Financial Group is a retail RIA providing financial planning and portfolio management, with guidance on retirement, tax-aware, and long-term wealth strategies. The team works with individuals and families, including retirees and entrepreneurs, using ETFs and mutual funds as core vehicles. Custodied with Charles Schwab, they emphasize responsive, relationship-driven service.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DARWIN DOUGLAS JOHNSON
Chief Compliance Officer, Managing Partner, President
- CRD
- #4147691
- Ownership
- 50% but less than 75%
PAULA CHRISTINE JOHNSON
Advisor
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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JEFFREY PIERCE ATCHISON
--
- CRD
- #5875146
Mariah Kelsey Box
--
- CRD
- #8233680
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $200,000,000 | $199,800 |
| Non-Discretionary | $555,666,448 | $207,726 |
| Total | $755,666,448 | $205,568 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | 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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