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Gary David Mitchell

Sage Financial Group Inc.

Baltimore, MD

West Conshohocken, PA

CRD 4993545

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Employer firm

Sage Financial Group Inc. CRD 116574

$4.29B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Sage Financial Group Inc.

Five Tower Bridge 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-11-20
  • MD RA
    APPROVED
    Since 2025-11-20

Branch Locations

Baltimore, MD • United States

Five Tower Bridge 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
D.F. Dent And Company, Inc. Baltimore MD 06/2005 07/2025
Sage Financial Group W. Conshohocken PA 11/2025 Present
Unemployed Baltimore MD 08/2025 11/2025
  • 06/2005 → 07/2025
    D.F. Dent And Company, Inc.
    Baltimore, MD
  • 11/2025 → Present
    Sage Financial Group
    W. Conshohocken, PA
  • 08/2025 → 11/2025
    Unemployed
    Baltimore, MD
Previous Registrations

View on SEC IAPD

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