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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 | 2026-02-19 |
| TN | RA | APPROVED | 2010-02-08 |
Branch Locations
142 5Th Avenue North Suite A, Franklin, TN 37064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, Llc | Nashville | TN | 07/1990 | Present |
MABRY-CALVIN,LLC P O BOX 608, FRANKLIN TN 37065, INVESTMENT RELATED-YES. NATURE-INVESTMENT CONSULTING, RIA, PERFORMANCE MEASUREMEENT. TITLE-CO-OWNER. START DATE MARCH 1989 TO PRESENT. 160 APPROX. HOURS PER MONTH. 160 APPROX. HOURS PER MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-25 |
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