SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Sage Mountain Advisors, LLC
Atlanta, GA
CRD 298593
Firm filing updated July 9, 2026 ·
- $4.3BAssets
- 20Advisory staff
- 193Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- High net worth individuals161
- Individuals25
- Pooled vehicles3
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 25 | $5.0 million |
| High net worth individuals | 161 | $4.0 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $26.9 million |
| Charitable organizations | Fewer than 5 clients | $234.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 6 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Other: "GENERAL CONSULTING SERVICES"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Other: "GENERAL CONSULTING SERVICES"
Assets and accounts
- Regulatory assets$4.3 billion
- Accounts193
- Discretionary$4.3 billion · 187 accounts
- Non-discretionary$601,981 · 6 accounts
People
- Employees31
- Advisory staff20
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Advisors
13 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 298593, SEC file 801-114002.
- Registered with the SEC as an investment advisor (status date on record: September 18, 2018).
Is Sage Mountain Advisors, LLC a fiduciary?
Short answer: Sage Mountain Advisors, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.