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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SAGE INVESTMENT COUNSEL

SAGE INVESTMENT COUNSEL LLC, CRD 116907

FRANKLIN, TN

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:393e0681-abc1-3531-4e73-2fc231a9c534

Data as of Mar 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: May 5, 2021 to Mar 3, 2026
12 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: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $165MItem 5.F on the latest filing (2026-03-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $165M
Private client RAUM: $165MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $41.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 227
Individual clients: 46
High net worth clients: 33
Custody, client assets: $72.4M
SEC number: 801-121406
CIK: 2055178
CRD: 116907
Filings on the tape: 12
First filed: May 5, 2021
Latest filed: Mar 3, 2026
Organised: Limited Liability Company, TN

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WILLIAM DIRK CALVIN	n/a	FRANKLIN, TN	16	42	2	no
JONATHAN HARDY HENDERSON	n/a	Nashville, TN \| FRANKLIN, TN	6	19	3	no
JOHN MICHAEL DENNEY	n/a	FRANKLIN, TN	6	46	1	no
Jackson Gunn Calvin	n/a	FRANKLIN, TN	5	10	n/a	no

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
Calvin, Jackson, Gunn	MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER	A	yes	02/2022	Mar 15, 2022	Nov 27, 2024
CALVIN, WILLIAM, DIRK	MEMBER/CHIEF EXECUTIVE OFFICER	E	yes	01/2021	May 5, 2021	Nov 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
JONATHAN H. HENDERSON, J.D.	n/a	n/a	n/a	N	no	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
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; showing 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 3, 2026	$165M	$165M	4	4	1	n/a	n/a
2024	Mar 11, 2025	$144M	$144M	4	4	1	n/a	n/a
2023	Mar 11, 2024	$130M	$130M	4	4	1	n/a	n/a
2022	Mar 17, 2023	$121M	$121M	4	4	1	n/a	n/a
2021	Mar 15, 2022	$129M	$129M	4	4	1	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	0	0	0.0%	0	0	0	0	0

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	$165M	$144M	14.2%	$121M	10.7%	4	4	1	1

Relationships

Registered with (5)

← Jackson Gunn CalvinAdvisorregistration: current employment
Oct 16, 2020 to presentfactForm ADV
← JOHN MICHAEL DENNEYAdvisorregistration: current employment
Jun 11, 2020 to presentfactForm ADV
← JONATHAN HARDY HENDERSONAdvisorregistration: current employment
Nov 26, 2019 to presentfactForm ADV
← WILLIAM DIRK CALVINAdvisorregistration: previous registration
Jun 3, 2004 to Dec 31, 2009factForm ADV
← CHARLOTTE GAFFORD MABRYAdvisorregistration: previous registration
Feb 8, 2010 to Dec 31, 2020factForm ADV

Controls (2)

← CALVIN, WILLIAM, DIRKOwnerMEMBER/CHIEF EXECUTIVE OFFICER, ownership code E, individual
May 5, 2021 to Nov 27, 2024factForm ADV
← Calvin, Jackson, GunnOwnerMEMBER/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER, ownership code A, individual
Mar 15, 2022 to Nov 27, 2024factForm ADV

Dated events

Occurred
Mar 15, 2022
Control person joined
Gunn Jackson Calvin (Member/Vice President/Chief Compliance Officer/Chief Financial Officer) appeared on Schedule A of Sage Investment Counsel
Form ADVobserved 5 days ago
Occurred
May 5, 2021
First Form ADV filing
Sage Investment Counsel filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:393e0681-abc1-3531-4e73-2fc231a9c534
First observed: May 5, 2021
Last observed: Mar 3, 2026 6 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 INVESTMENT COUNSEL

SAGE INVESTMENT COUNSEL LLC, CRD 116907

FRANKLIN, TN

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:393e0681-abc1-3531-4e73-2fc231a9c534

Data as of Mar 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:57 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM DIRK CALVIN

n/a

FRANKLIN, TN

JONATHAN HARDY HENDERSON

n/a

Nashville, TN | FRANKLIN, TN

JOHN MICHAEL DENNEY

n/a

FRANKLIN, TN

Jackson Gunn Calvin

n/a

FRANKLIN, TN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Calvin, Jackson, Gunn

MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER

yes

02/2022

Mar 15, 2022

Nov 27, 2024

CALVIN, WILLIAM, DIRK

MEMBER/CHIEF EXECUTIVE OFFICER

yes

01/2021

May 5, 2021

Nov 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JONATHAN H. HENDERSON, J.D.

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 3, 2026

$165M

n/a

2024

Mar 11, 2025

$144M

n/a

2023

Mar 11, 2024

$130M

n/a

2022

Mar 17, 2023

$121M

n/a

2021

Mar 15, 2022

$129M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$165M

$144M

14.2%

$121M

10.7%