Sageguard Financial Group, LLC
Firm details
- Headquarters
- Goodlettsville, Tennessee
- CRD number
- 160266
- Registered since
- December 19, 2022
- Website
- www.sageguardfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals55.11%
- HNWI44.89%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Sageguard Financial Group, LLC is an independent registered investment advisor organized as an LLC and SEC-registered in 2022. The firm serves individual and family clients and describes itself as a capital allocator. Its fee arrangements include a percentage-of-AUM component alongside hourly and fixed-fee offerings. Core advisory activities are financial planning, portfolio management for individuals and small businesses, selection of third-party advisers, and educational seminars and workshops. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser on its profile. It maintains an industry affiliation with an insurance company.
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
- Public Funds/Mutual Funds57%
- Exchange Traded Equities37%
- Cash & Cash Equivalents3%
- Other3%
Owners & executives
2 of 2
Patrick Wehrly
CEOCRD 5949029
Hannah Johnson
Chief Operating OfficerCRD 7806982
Contacts
3 of 13
Lukas Smith
Financial AdvisorCRD 5795552
Jeffrey Atchison
Investment AdvisorCRD 5875146
Darwin Johnson
PresidentCRD 4147691
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 201Active vs passive
$761M in ETFs
63%
$480M
26%
$281M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF (JEPQ) | JP Morgan | Active | Derivative Income | $23.4M | 380,856 | 3.08% |
Location
Goodlettsville, TN
Davidson
Location
Goodlettsville, TN
Headquartered in Goodlettsville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Davidson
- Address
- 3066 Business Park Cir
- Time zone
- CT (UTC-6)
- Office locations
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