SAGE INVESTMENT COUNSEL LLC

UUID3ec1ef92-c030-59c6-a879-12226af58d76

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:50

Updated2025-10-23 02:23:50

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Authority	Identifier	Display	As Of	Confidence
adv_crd	116907	116907	—	1.0
cik	0002055178	2055178	—	—
sec_file_number	801-121406	801-121406	—	—

HQ CityFRANKLIN

HQ StateTN

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

As of 2025-03-11 00:00:00 • Source ia09022025.xlsx

Name	Title	Role	Email	Evidence
No people recorded.

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

No evidence recorded for this organization yet.