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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

SAGE ADVISORS LLC

CRD 314476

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0e5b518f-e8f7-7d25-4d36-a0524cd97197

Data as of Jan 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 7
On other graphs: 0
Observed: Mar 31, 2022 to Jan 23, 2026
11 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $198MItem 5.F on the latest filing (2026-01-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $198M
Private client RAUM: $187MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 4
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 499
Individual clients: 124
High net worth clients: 58
SEC number: 801-124858
CRD: 314476
Filings on the tape: 11
First filed: Mar 31, 2022
Latest filed: Jan 23, 2026
Organised: Limited Liability Company, CO

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Surenkamp, John	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	yes	05/2021	Mar 31, 2022	Apr 17, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
GRAND PRAIRIE	TX	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 23, 2026	$198M	$198M	4	4	2	n/a	n/a
2024	Apr 1, 2025	$185M	$185M	4	4	2	n/a	n/a
2023	Feb 13, 2024	$148M	$148M	4	4	2	n/a	n/a
2022	Feb 14, 2023	$108M	$108M	2	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	4	-4	n/a	0	0	0	0	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$198M	$185M	7.1%	$108M	22.3%	4	4	2	2

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
APOLLON WEALTH MANAGEMENT, LLC	3	Feb 9, 2026	Jan 9, 2026	INDIANAPOLIS, IN	Firm absorbed	RIA to RIA	75.0%

Relationships

Registered with (4)

← RAYMOND MICHAEL SURENKAMPAdvisorregistration: previous registration
Mar 15, 2022 to Feb 9, 2026factForm ADV
← ANDREW PHILLIP BIRGEAdvisorregistration: previous registration
Dec 1, 2022 to Feb 9, 2026factForm ADV
← John SurenkampAdvisorregistration: previous registration
May 28, 2021 to Feb 9, 2026factForm ADV
← Garrett Daniel BakerAdvisorregistration: previous registration
Dec 15, 2022 to Feb 9, 2026factForm ADV

Moved with (1)

→ APOLLON WEALTH MANAGEMENT, LLCRegistered adviser4 advisors, firm absorbed, same day
Feb 9, 2026 to Jan 9, 2026factForm ADV

Controls (1)

← Surenkamp, JohnOwnerMANAGING MEMBER & CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 31, 2022 to Apr 17, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Feb 9, 2026
Firm absorbed
Sage Advisors LLC's advisors moved to Apollon Wealth Management, LLC (Indianapolis, IN): 3 of 4 registered, on the same day
Form ADVobserved 2 days ago
3 advisors
Occurred
Feb 9, 2026
Advisor changed firm
Andrew Phillip Birge left Sage Advisors Llc for Apollon Wealth Management, Llc (registered 2026-01-06)
Form ADVobserved 4 days ago
Occurred
Feb 9, 2026
Advisor changed firm
John Surenkamp left Sage Advisors Llc for Apollon Wealth Management, Llc (registered 2026-01-05)
Form ADVobserved 4 days ago
Occurred
Feb 9, 2026
Advisor changed firm
Garrett Daniel Baker left Sage Advisors Llc for Apollon Wealth Management, Llc (registered 2026-01-06)
Form ADVobserved 4 days ago
Occurred
Feb 9, 2026
Advisor changed firm
Raymond Michael Surenkamp left Sage Advisors Llc for Apollon Wealth Management, Llc (registered 2026-01-09)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2022
First Form ADV filing
Sage Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Mar 2, 2026
Sage Advisors Llc no longer on the SEC adviser roster (last listed 2026-02-02, RAUM $198.1M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0e5b518f-e8f7-7d25-4d36-a0524cd97197
First observed: Mar 31, 2022
Last observed: Jan 23, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SAGE ADVISORS LLC

CRD 314476

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0e5b518f-e8f7-7d25-4d36-a0524cd97197

Data as of Jan 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:46 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Surenkamp, John

MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

yes

05/2021

Mar 31, 2022

Apr 17, 2024

City

State

Country

Employees

Also broker-dealer

GRAND PRAIRIE

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 23, 2026

$198M

n/a

2024

Apr 1, 2025

$185M

n/a

2023

Feb 13, 2024

$148M

n/a

2022

Feb 14, 2023

$108M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-4

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$198M

$185M

7.1%

$108M

22.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

APOLLON WEALTH MANAGEMENT, LLC

Feb 9, 2026

Jan 9, 2026

INDIANAPOLIS, IN

Firm absorbed

RIA to RIA

75.0%