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They include 2,338 individual clients and 131 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 9 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does SageGuard Financial Group offer?","answer":"SageGuard Financial Group provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does SageGuard Financial Group charge?","answer":"SageGuard Financial Group charges 1.20%–1.80% a year for its Investment Supervisory Services. The fee is billed in arrears and is negotiable.","source":"ADV PART 2A, filed 16 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does SageGuard Financial Group use?","answer":"SageGuard Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $75.6M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does SageGuard Financial Group have?","answer":"SageGuard Financial Group has 14 investment adviser representatives registered with state securities authorities, out of 14 employees, and 14 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 12 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does SageGuard Financial Group invest in?","answer":"At the end of its last fiscal year, SageGuard Financial Group’s separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 37% exchange-traded equities, 3% cash and equivalents and 3% other. The 3% other category is described as: Structured Notes, Fixed Income.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns SageGuard Financial Group?","answer":"SageGuard Financial Group’s direct owners are Darwin Johnson (50% to 75%) and Paula Johnson (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 9 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does SageGuard Financial Group get paid?","answer":"SageGuard Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}