# SAGE FINANCIAL MANAGEMENT GROUP, INC.

SAGE FINANCIAL MANAGEMENT GROUP, INC. of MCLEAN, VA is an SEC-registered investment adviser.

## Registration

- CRD: 143562
- Type: SEC-registered investment adviser
- SEC file number: 801-67703
- Location: 1320 OLD CHAIN BRIDGE ROAD, SUITE 250, MCLEAN, VA, 22101
- Phone: (703) 992-7650
- Latest filing: 2026-06-15
- Regulatory AUM: $423.2M
- Discretionary AUM: $423.2M
- Clients: 6
- Accounts: 475

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Jennifer Elise Myers | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| MYERS JENNIFER ELISE | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| FUHR MICHAEL ROBERT | CHIEF OPERATIONS OFFICER | — |
| Catherine Anne-Mary Fellows-Jaquette | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143562/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143562/similar
- Related entities: https://search.stillhousedata.com/firm/143562/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143562

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.