William Calvin has been Member/Chief Executive Officer of Sage Investment Counsel since January 2021, is a control person of the firm and directly owns 75% or more of it.
Sage Investment Counsel LLC is a Franklin, TN firm with $165M under management, 79 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Dirk Calvin is CIO and CEO of Sage Investment Counsel. He began his investment career with Dean Witter in 1984 and became an investment consultant for several Tennessee corporate pension plans. He co-hosted the WLAC radio program Money Talk. In 1989 he co-founded Mabry-Calvin, LLC, which became a registered investment adviser with the state of Tennessee in 2010 and was renamed Sage Investment Counsel LLC in 2020.
William Calvin’s longest registration is the current one, 16 years at Sage Investment Counsel since 2010. Before joining Sage Investment Counsel in 2010, William Calvin was registered through Wiley Bros.-Aintree Capital, LLC.
- Sage Investment CounselCurrent– present · 16 yearsFranklin, TN · Adviser representative · Firm CRD 116907
- Wiley Bros.-Aintree Capital, LLC– · 7 yearsFranklin, TN · Adviser representative · Firm CRD 3767
Investment adviser representative registrations
William Calvin is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2010; the most recent is Texas, in February 2026.
- TennesseeSince 8 February 2010
- TexasResidentSince 19 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 October 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 July 1984 |
| Series 7 | General Securities Representative Examination | 21 July 1984 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William Dirk Calvin
- CRD
- 1281417
- Firm
- Sage Investment Counsel · CRD 116907
- Role
- Member/Chief Executive Officer
- Office
- 142 5TH AVENUE NORTH, SUITE A, Franklin, TN 37064
- Registration
- Investment adviser registration
- In the industry since
- January 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sageinv.com
Where does William Calvin work?
William Calvin has been Member/Chief Executive Officer of Sage Investment Counsel LLC since January 2021, and is a control person of the firm.
Is William Calvin a financial advisor?
Yes. William Calvin has a current investment-adviser registration in Tennessee and Texas, through Sage Investment Counsel since February 2010.
How many years of experience does William Calvin have?
William Calvin has 22 years in the financial industry, since January 2004, across 2 adviser firms.
What exams has William Calvin passed?
William Calvin has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in July 1984.
Where did William Calvin work before Sage Investment Counsel?
Before Sage Investment Counsel, William Calvin was registered through Mabry-Calvin, LLC, June 2004 to December 2009.
Where is William Calvin based?
William Calvin’s registered office is in Franklin, TN.
Is William Calvin registered with FINRA?
No. William Calvin has no current broker registration.
How can I verify William Calvin’s record?
Search CRD 1281417 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Calvin’s full registration record.