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SAGEGUARD FINANCIAL GROUP, LLC

CRD 160266 · SEC 801-127052

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3066 BUSINESS PARK CIRCLE, GOODLETTSVILLE, TN, 37072, United States

Phone

(615) 859-4567

Fax

(615) 859-4588

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$755.7M

Discretionary AUM

$200.0M

Team

15 total employees; 15 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-04

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals2338$416.5M
High net worth individuals131$339.2M

States served

AL, AZ, AR, CA, CO, GA, IL, IN, KY, LA, MI, MN, MS, NE, NY, NC, OH, OK, PA, SC, TN, VA, MO, WA, TX, NH, FL, SD

All web addresses on file

Official SEC filing: View on IAPD