Investment adviser · CRD 298593
SAGE MOUNTAIN ADVISORS, LLC
Investment adviser filing (IA)
ATLANTA, GA, United States · Form ADV filed Jul 9, 2026
- Regulatory AUM
- $4.29B Form ADV · Item 5.F
- Client accounts
- 193 Accounts, not individual clients
- Employees
- 31 Reported in this filing
- Advisory professionals
- 20 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 161 | $4,020,752,791 | 93.8% |
| Charities | Fewer than 5 | $234,188,088 | 5.5% |
| Pooled investment vehicles | 3 | $26,896,040 | 0.6% |
| Individuals | 25 | $4,987,519 | 0.1% |
Filing source
Form ADV 2118574 · Jul 9, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Jul 9, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
945 EAST PACES FERRY ROAD NE, SUITE 2660ATLANTA, GA, 30326, United States
CRD 298593
Filing source
Form ADV 2118574 · Jul 9, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.