Sage Mountain Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

298593

SEC number

801-114002

Firm type

RIA

Assets under management

$4.3B as of Mar 17, 2026

Website

www.linkedin.com/company/sage-mountain-advisors ↗

Phone

(404) 795-8361

Address

945 East Paces Ferry Road Ne, Atlanta, GA, 30326

Advisors at this firm

21 in our index · page 1 of 1

• John Russell AllenCRD 5454936 · Atlanta, GA
  IA Registered
• Michael Hunter BrooksCRD 5977627 · Atlanta, GA
  IA Registered
• Taylor Osasere BrownCRD 6666175 · Atlanta, GA
  IA RegisteredRegistration inactive
• Timothy J ByerlyCRD 6744090 · Atlanta, GA
  IA RegisteredRegistration inactive
• Anthony John CoxCRD 5704030 · Atlanta, GA
  IA RegisteredRegistration inactive
• Jeffrey Dean CrowCRD 8182749 · Atlanta, GA
  IA Registered
• Charles Evan DaughertyCRD 7079573 · Atlanta, GA
  IA Registered
• Edward Marsh DouthatCRD 5457659 · Atlanta, GA
  IA RegisteredRegistration inactive
• John Benson DarbyCRD 7561522 · Atlanta, GA
  IA Registered
• Anna Reid EsodaCRD 7710976 · Atlanta, GA
  IA Registered
• Jason Westmoreland HowardCRD 7729996 · Atlanta, GA
  IA Registered
• Jeniah Zasha Eilean JeffersCRD 7820714 · Atlanta, GA
  IA Registered
• Ryan Francis KittrellCRD 5758682 · Atlanta, GA
  IA RegisteredRegistration inactive
• Alyzain M LakdawalaCRD 6961215 · Atlanta, GA
  IA Registered
• Scott Matthew NeuCRD 4262666 · Atlanta, GA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Christine Cyphers PhelpsCRD 5816309 · Atlanta, GA
  IA RegisteredRegistration inactive
• David Karl PenceCRD 7166168 · Atlanta, GA
  IA Registered
• Ryan C SheffieldCRD 7349330 · Atlanta, GA
  IA Registered
• William Taylor Gray TuggleCRD 5375036 · Atlanta, GA
  IA RegisteredRegistration inactive
• Philip Cotch TarrerCRD 8161529 · Atlanta, GA
  IA Registered
• Deborah Allison WagnerCRD 6004502 · Atlanta, GA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.