SAGE INVESTMENT COUNSEL LLC of FRANKLIN, TN is an SEC-registered investment adviser (CRD 116907). Regulatory assets under management: $164.6M.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| William Dirk Calvin | MEMBER/CHIEF EXECUTIVE OFFICER | — |
| Jackson Gunn Calvin | MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | — |
| CALVIN WILLIAM DIRK | MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER/CHIEF OPERATING OFFICER; MEMBER/CHIEF EXECUTIVE OFFICER; MEMBER/PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | — |
| Calvin Jackson Gunn | MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER; MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | — |