Sage Southeastern Securities, Inc. (Atlanta)

Sage Southeastern Securities, Inc. is a large advisory firm based in Atlanta. It manages $44.98 million of regulatory assets for 253 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Georgia.

Sage Southeastern Securities provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sage Southeastern Securities: assets under management

The assets under management (AUM) of Sage Southeastern Securities, Inc. is $44.98 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $32.8 million in discretionary accounts and $12.18 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $170.84 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $199.63 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sage Southeastern Securities, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Sage Southeastern Securities, Inc.

Thomas Marion Iii Johnson has been acting as President since 1 Mar 2010. Ronald Wayne Lankford joined the executive team most recently as the Chief Operating Officer. Finop.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ronald Wayne Lankford	Chief operating officer. finop	1 Mar 2010	Other	1751588
Theodore Irving Bowden	Chief compliance officer, president	1 Mar 2010	Other	852534
Lee Antony Jerrum	Director of operations	1 Mar 2010	Other	1280710
Thomas Marion Iii Johnson	Chairman	1 Mar 2010	Other	811554
Matthew William Karis	Vice president	1 Mar 2010	Other	4050651
Robert Pittman Iii Jones	Vice president	1 Mar 2010	Other	4095208
Robert Carl Keller	Vice president	1 Mar 2010	Other	712901
Victor Patrick Wilkerson	Vice president	1 Mar 2010	Other	2854435
Anthony William Hosfeld	Vice president	1 Mar 2010	Other	2834666
Llc Sage Capital Holdings	Holding company	1 Mar 2010	75% - 100%	90-0540244

Based in Atlanta

The principal office where Sage Southeastern Securities, Inc. performs its advisory services is located at 1100 Abernathy Road, 500 Northpark, Atlanta, GA 30328, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.