# SAGE ADVISORS, LLC

SAGE ADVISORS, LLC of EDMONDS, WA is an SEC-registered investment adviser.

## Registration

- CRD: 301328
- Type: SEC-registered investment adviser
- SEC file number: 801-115281
- Location: 115 2ND AVENUE NORTH, SUITE 200, EDMONDS, WA, 98020
- Phone: 206-516-7991
- Latest filing: 2026-01-08
- Regulatory AUM: $575.1M
- Discretionary AUM: $535.9M
- Non-discretionary AUM: $39.3M
- Clients: 11
- Accounts: 690

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Russell Darin Cole | MANAGER | — |
| Jordan Donald Cole | CFO; MEMBER | — |
| Michael Joseph Helke | CHIEF COMPLIANCE OFFICER | — |
| Michaela Lynne Griggs | MEMBER | — |
| Brandon Russell Cole | MEMBER | — |
| COLE RUSSELL DARIN | MANAGER | — |
| HEIA DAVID O | MEMBER | — |
| COLE JORDAN DONALD | MEMBER | — |
| HELKE MICHAEL J | CHIEF COMPLIANCE OFFICER | — |
| HEIA DAVID OLAF | MEMBER | — |
| HELKE MICHAEL JOSEPH | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/301328/brochure
- Similar advisers: https://search.stillhousedata.com/firm/301328/similar
- Related entities: https://search.stillhousedata.com/firm/301328/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/301328

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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.