SAGE Trading Collective
SEC RegisteredEmpowering Independent RIAs one trade at a time
About the firm
Sage Trading Collective began with a simple belief: your time is best spent with prospects and clients—not behind a trading screen. Every minute spent on trading is a minute you could be growing your business.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Carve-outs, RMD & DCA tracking, Transparent Hourly Billing, Model Updates & Management, Tax Loss Harvesting, Reconciliation
Who they serve
Independent RIAs
| Client segment | Clients | Assets managed |
|---|---|---|
| Insurance Companies | 610 | — |
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of February 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SAGE Trading Collective 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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