Sage Mountain Advisors, LLC
Atlanta, GA·SEC-registered · CRD #298593
Sage Mountain Advisors, LLC is an SEC-registered investment advisory firm in Atlanta, GA managing $4.3B across 199 client accounts, with 20 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.3B
Client accounts
199
Advisory staff
20
Fee model
Fee-based
How Sage Mountain Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Sage Mountain Advisors, LLC
How much does Sage Mountain Advisors, LLC manage?
Per its most recent SEC Form ADV filing (03/17/2026), Sage Mountain Advisors, LLC reports $4.3B in regulatory assets under management across roughly 199 client accounts.
How does Sage Mountain Advisors, LLC charge?
Sage Mountain Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sage Mountain Advisors, LLC a fiduciary?
Yes. Sage Mountain Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #298593), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sage Mountain Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sage Mountain Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Atlanta, GA
Profile compiled from Sage Mountain Advisors, LLC's public SEC Form ADV filing (CRD #298593, filed 03/17/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sage Mountain Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sage Mountain Advisors, LLC? Claim this profile.