Sage Trading Collective
Firm details
- Headquarters
- ,
- CRD number
- 337481
- Registered since
- March 23, 2026
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Hourly Charges
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sage Trading Collective LLC is an SEC-registered limited liability company that presents itself as an institutional RIA. The firm was registered with the SEC in 2026 and is owned by an individual. Its profile describes an institutional client base while its stated advisory activity is portfolio management for individuals and small businesses, indicating it manages both institutional-style mandates and retail/SMB accounts. Sage Trading Collective charges for advice on an hourly basis, does not identify as an active ESG investor, and is not registered as a multi-state adviser, pension consultant, or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Private Funds29%
- US Government Bonds10%
- State & Local Bonds10%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Laura Harrison
Managing MemberCRD 7241545
Jolisa Gonzalez
Partner, TraderCRD 7228357
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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