Sage Mountain Advisors
TL;DR
Sage Mountain Advisors is a registered adviser offering investment management, trust and estate planning and private investing for families, advising on over $8 billion per its site.
$4.3 billion
Regulatory AUM
As of ADV filing 2026-07-09
193
Accounts / Clients
186 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
31
Team Size
employees, 20 advisory
8 yrs
Years Registered
First registered 2018
About Sage Mountain Advisors
Sage Mountain Advisors is a registered adviser offering investment management, trust and estate planning and private investing for families, advising on over $8 billion per its site.
Office: 945 East Paces Ferry Road NE, Suite 2660, Atlanta, GA 30326.
Best for: multimillion-dollar families seeking private market access with a $100K minimum fee
Fee model and designations stated on the guide
Fee-onlyPlanning designations named
Form ADV data
CRD298593
RegistrationSEC-registered
First registration2018
Regulatory AUM$4.3 billion
ADV filing date2026-07-09
Accounts193
Clients186 individual and high-net-worth clients
Employees31
Advisory employees20
Fee modelFee-based; site says it takes no commissions or placement fees
Minimum$100,000 minimum annual fee, waivable (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFA and CFP named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 298593, as of ADV filing 2026-07-09, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Atlanta, GA (2026): rank 3 of 10
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