Catherine Fellows-Jaquette is a control person of Sage Financial Management Group and directly owns under 5% of it.
Sage Financial Management Group is an investment adviser based in McLean, VA, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $423 million, as filed on 15 June 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 8257549
- Firm
- Sage Financial Management Group · CRD 143562
- Role
- Chief Compliance Officer
- In role since
- May 2026 · under a year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- McLean, VA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Catherine Fellows-Jaquette work?
Catherine Fellows-Jaquette has been Chief Compliance Officer of Sage Financial Management Group, Inc. since May 2026, and is a control person of the firm.
How can I verify Catherine Fellows-Jaquette’s record?
Catherine Fellows-Jaquette’s role is listed on Sage Financial Management Group, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 143562.
