Data / Investment advisers / Pennsylvania / Sage Financial Group Inc.
Sage Financial Group Inc., West Conshohocken, PA: $4.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Sage Financial Group Inc. is an SEC registered investment adviser with its main office in West Conshohocken, Pennsylvania and reports $4.3 billion in regulatory assets under management in its Form ADV filed June 30, 2026. Its clients include high net worth individuals, individuals and pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 4 private funds.
The request: Watch Sage Financial Group Inc. (CRD number 116574): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 116574
- SEC file number
- 801-61553
- SEC status
- Approved, effective October 25, 2002
- Main office
- Five Tower Bridge 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428
- Phone
- (484) 342-4400
- Regulatory AUM
- $4,291,847,204 in the Form ADV filed June 30, 2026
- Discretionary AUM
- $3,905,553,255
- Non discretionary AUM
- $386,293,949
- Accounts
- 4,334
- Employees
- 28, of which 21 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 4: 4 real estate funds
- Gross assets of private funds
- $87,035,014
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 715 | $3.98 billion |
| Individuals (other than high net worth individuals) | 386 | $158.2 million |
| Pooled investment vehicles | 4 | $87 million |
| Charitable organizations | 7 | $44.5 million |
| Pension and profit sharing plans | 3 | $22.2 million |
| Corporations or other businesses | 1 | $3.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $4.29 billion | March 25, 2026 |
| December 1, 2025 | $3.62 billion | July 8, 2025 |
Other advisers in West Conshohocken
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Hirtle & Co., LLC | West Conshohocken | $25.41 billion | 11 | adviserinfo.sec.gov |
| Miller Investment Management, LP | West Conshohocken | $7.10 billion | 12 | adviserinfo.sec.gov |
| Fairmount Funds Management LLC | West Conshohocken | $5.80 billion | 6 | adviserinfo.sec.gov |
| HC Capital Partners, LLC | West Conshohocken | $5.21 billion | 29 | adviserinfo.sec.gov |
| PPB Advisors, LLC | West Conshohocken | $4.75 billion | 121 | adviserinfo.sec.gov |
| Tower Bridge Advisors | West Conshohocken | $1.49 billion | 2 | adviserinfo.sec.gov |
| Baldwin Investment Management, LLC | West Conshohocken | $1.30 billion | Not listed | adviserinfo.sec.gov |
| Rhino Investment Partners, Inc. | West Conshohocken | $566.2 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in West Conshohocken, PA
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Sage Financial Group Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.