Sage Financial Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, educational seminars, education planning, estate planning, philanthropic planning, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Sage Financial Management Group reports 150 clients. They include 115 high-net-worth individuals and 35 individual clients. Of its assets, 100.0% ($423M across 475 accounts) are managed with discretion. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 23% | 3% |
| High-net-worth individuals | 77% | 97% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 35 | $14.3M | 3.4% | $409K |
| High-net-worth individuals | 115 | $409M | 96.6% | $3.56M |
| Total | 150 | $423M | 100% | $2.82M |
- Clients
- 35
- Regulatory AUM
- $14.3M
- AUM share
- 3.4%
- Avg. per client
- $409K
- Clients
- 115
- Regulatory AUM
- $409M
- AUM share
- 96.6%
- Avg. per client
- $3.56M
Total
- Clients
- 150
- Regulatory AUM
- $423M
- AUM share
- 100%
- Avg. per client
- $2.82M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Sage Financial Management Group charges 0.50%–1.00% a year for its Investment Management Fees. The fee is billed in advance and requires an account of at least $1,000,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Planning hours are included at up to five hours a year per $500,000 of AUM; hours beyond that, and separate planning agreements, are billed hourly at $100 to $500.
Jennifer Myers owns 75% or more of Sage Financial Management Group. The leadership team of Sage Financial Management Group includes President Jennifer Myers and Chief Compliance Officer Catherine Fellows-Jaquette. It has 6 employees, 4 of them in advisory roles.
Leadership
Jennifer MyersPresident- Catherine Fellows-JaquetteChief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Sage Financial Management Group, Inc.
Jennifer Myers
Control person · since March 2007
Sage Financial Management Group’s regulatory assets grew 1.6× from $263M (January 2021) to $423M (June 2026); clients rose from 114 to 150 and employees were 6 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $423M | 150 | 6 | 1 |
| March 2025 | $359M | 132 | 6 | 1 |
| March 2024 | $301M | 118 | 6 | 1 |
| March 2023 | $254M | 113 | 8 | 1 |
| May 2022 | $298M | 113 | 7 | 1 |
| January 2021 | $263M | 114 | 6 | 1 |
Besides its headquarters, Sage Financial Management Group has 0 offices, with 1 listed address in Virginia.
Virginia · 1 listed address
- 1320 Old Chain Bridge Road, Suite 250, McLeanHQ
Other business names
Sage Financial Management Group has reported 1 other business name to the SEC.
- Sagevest Wealth Management
Contact and registration details
- Legal name
- Sage Financial Management Group, Inc.
- Headquarters
- 1320 Old Chain Bridge Road, Suite 250, McLean, VA 22101
- Website
- sagevestwealth.com
- Phone
- 703-992-7650
- @sagevest-wealth-management
- SEC file
- 801-67703
- Founded
- 2007
- Structure
- Virginia corporation
- Fiscal year end
- December
Sage Financial Management Group uses Charles Schwab ($405M) as custodian for its separately managed accounts. Sage Financial Management Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $405M100%
At year end, Sage Financial Management Group’s separately managed accounts were mostly in funds (93%). Its reported 13F holdings for the quarter ended 30 June 2026 total $364M across 61 positions; the largest are iShares TR (15.2%), Vanguard BD Index Fds (15.0%) and Vanguard Intl Equity Index F (10.3%).
What the accounts hold
- Stocks3%
- Funds93%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash2%
Reported 13F holdings
- $364M
- Reported 13F value
- 61
- Positions
- 73.2%
- In the 10 largest
- +11.9%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF15.2%
- Vanguard BD Index Fds · Intermed Term15.0%
- Vanguard Intl Equity Index F · Allwrld EX US10.3%
- Vanguard BD Index Fds · Short Trm Bond9.0%
- Schwab Strategic TR · US Lrg Cap ETF7.7%
- SPDR Series Trust · ST Str P500grw3.8%
- Vanguard Scottsdale Fds · Shrt Trm Corp. BD3.2%
- iShares TR · Core S&P Mcp ETF3.2%
- iShares TR · MSCI Eafe ETF3.0%
- Schwab Strategic TR · Intl Eqty ETF3.0%
Together, the ten largest are 73.2% of reported value.
How many clients does Sage Financial Management Group have?
Sage Financial Management Group has 150 clients and manages $423 million for them, as of June 2026. They include 115 high-net-worth individuals and 35 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 June 2026
What services does Sage Financial Management Group offer?
Sage Financial Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, educational seminars, education planning, estate planning, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Sage Financial Management Group charge?
Sage Financial Management Group charges 0.50%–1.00% a year for its Investment Management Fees. The fee is billed in advance and requires an account of at least $1,000,000.
Which custodians does Sage Financial Management Group use?
Sage Financial Management Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $405M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 June 2026
How many financial advisors does Sage Financial Management Group have?
Sage Financial Management Group has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sage Financial Management Group invest in?
At the end of its last fiscal year, Sage Financial Management Group’s separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities, 2% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Sage Financial Management Group have a minimum investment?
Yes, Sage Financial Management Group’s minimum account size for its Investment Management Fees is $1M.
Who owns Sage Financial Management Group?
Sage Financial Management Group’s direct owner is Jennifer Myers (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 15 June 2026
How does Sage Financial Management Group get paid?
Sage Financial Management Group is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Sage Financial Management Group registered with the SEC?
Yes, Sage Financial Management Group has been registered with the SEC as an investment adviser since 30 March 2007. Its CRD number is 143562 and its SEC file number is 801-67703.
Source: Form ADV Part 1A, Item 1, filed 15 June 2026; IAPD firm record
How do I contact Sage Financial Management Group?
Sage Financial Management Group’s main office is at 1320 Old Chain Bridge Road, Suite 250, McLean, VA 22101. Its phone number is 703-992-7650. Its website is sagevestwealth.com.