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RIA / WealthAdvisorCertified Financial Planner23 years in industry

JOHN FULTON EVANS

Advisor at SAGEGUARD FINANCIAL GROUP, LLC

GOODLETTSVILLE, TN | Savannah, GA

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Search this name across graphsid dfx:ria:74247d9a-5311-d74a-2c9f-76d6ba0d4ecb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 22, 2003 to Sep 14, 2026

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

Current firm: SAGEGUARD FINANCIAL GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 9, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Jan 9, 2003
First registration: Jan 22, 2003
Dual registered: no
IAPD individual key: 4628062

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SAGEGUARD FINANCIAL GROUP, LLC	Independent wealth	Jan 23, 2023	n/a	yes	Savannah, GA\|GOODLETTSVILLE, TN	Current employment
ALPHASTAR CAPITAL MANAGEMENT	Independent wealth	Aug 2, 2021	Mar 28, 2023	no	Savannah, GA\|CORNELIUS, NC	Previous registration
SAGEGUARD FINANCIAL GROUP, LLC	Independent wealth	Oct 11, 2017	Dec 7, 2021	no	Savannah, GA	Previous registration
BROOKSTONE CAPITAL MANAGEMENT LLC	Independent wealth	Feb 23, 2007	Oct 11, 2017	no	ERIE, PA\|MEADVILLE, PA\|WHEATON, IL\|Savannah, GA	Previous registration
GREENBOOK INVESTMENT MANAGEMENT, INC.	n/a	Oct 4, 2004	Jan 16, 2009	no	ERIE, PA	Previous registration
XELAN FINANCIAL PLANNING, INC.	n/a	Jan 22, 2003	Dec 31, 2004	no	ERIE, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ALPHASTAR CAPITAL MANAGEMENT	SAGEGUARD FINANCIAL GROUP, LLC	Mar 28, 2023	Jan 23, 2023	-64	Firm change after gap	Other
SAGEGUARD FINANCIAL GROUP, LLC	ALPHASTAR CAPITAL MANAGEMENT	Dec 7, 2021	Aug 2, 2021	-127	Firm change after gap	RIA to RIA
BROOKSTONE CAPITAL MANAGEMENT LLC	SAGEGUARD FINANCIAL GROUP, LLC	Oct 11, 2017	Oct 11, 2017	0	Firm change	Other
GREENBOOK INVESTMENT MANAGEMENT, INC.	BROOKSTONE CAPITAL MANAGEMENT LLC	Jan 16, 2009	Feb 23, 2007	-693	Firm change after gap	Other
XELAN FINANCIAL PLANNING, INC.	GREENBOOK INVESTMENT MANAGEMENT, INC.	Dec 31, 2004	Oct 4, 2004	-88	Firm change after gap	Other

Relationships

Registered with (5)

→ SAGEGUARD FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Oct 11, 2017 to Dec 7, 2021factForm ADV
→ ALPHASTAR CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Aug 2, 2021 to Mar 28, 2023factForm ADV
→ BROOKSTONE CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Feb 23, 2007 to Oct 11, 2017factForm ADV
→ GREENBOOK INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Oct 4, 2004 to Jan 16, 2009factForm ADV
→ XELAN FINANCIAL PLANNING, INC.Registered adviserregistration: previous registration
Jan 22, 2003 to Dec 31, 2004factForm ADV

Dated events

Occurred
Mar 28, 2023
Advisor changed firm
John Fulton Evans left Alphastar Capital Management for Sageguard Financial Group, Llc (registered 2023-01-23)
Form ADVobserved 4 days ago