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Sage Investment Counsel CRD 116907
$165M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
142 5Th Avenue North Suite A, Franklin, TN 37064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-22 |
| TN | RA | APPROVED | 2019-11-26 |
Branch Locations
142 5Th Avenue North Suite A, Franklin, TN 37064 • United States
Nashville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Nashville | TN | 01/2015 | 11/2018 |
| Royal Alliance Associates, Inc. | Nashville | TN | 11/2018 | 11/2019 |
| Mabry-Calvin, Llc Dba Sage Investment Counsel | Franklin | TN | 11/2019 | Present |
1) Insurance Broker, investment related, Start Date 03/2015, Life, Annuities, LTC, DI, Property & Casualty, Health and Group Benefits, Approximately 50 hours per month with 50 hours during securities trading hours 2)ATTORNEY, LEGAL SERVICES, START DATE 3/9/2015 10 HRS PER MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-22 |
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