Charles Donald McDonald IV
Investment Adviser Representative at Sagespring Wealth Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Charles Donald McDonald IV is an investment adviser representative with Sagespring Wealth Partners in Franklin, TN, where they have been registered since 2025, the year they entered the securities industry. They are registered to provide investment advice in Tennessee and Texas.
Office
Advisors at this office: 66
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Tennessee, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- SageSpring Wealth PartnersJul 2025 – no end date reportedFranklin, TN
- Kibo Capital GroupMay 2023 – Jul 2025Brentwood, TN
- OakPointMay 2021 – May 2023Nashville, TN
- DeloitteSep 2019 – May 2021New York, NY
- Vanderbilt UniversityMar 2019 – Sep 2019Nashville, TN
- DeloitteJan 2019 – Mar 2019New York, NY
- VanderbiltJul 2018 – Dec 2018Nashville, TN
- Ernst & YoungJan 2018 – Mar 2018Nashville, TN
- University of TennesseeSep 2015 – Dec 2017Knoxville, TN
- unemployedMar 2018 – Jul 2018Nashville, TN
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Sagespring Wealth Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 126
- Offices listed on AdvisorFinder:
- 10
- Main office:
- Franklin, TN
- SEC file number:
- 801-107971
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 1, 2026
View full firm profileOther advisors at Sagespring Wealth Partners
Showing 12 of 126 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Charles Donald McDonald IV has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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