Sagegrove Investment Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sagegrove Investment Advisory Group, LLC is a state-registered investment adviser that offers discretionary investment management and limited-scope consulting to high-net-worth individuals, charitable organizations, and corporations. The firm presents itself as a fiduciary and emphasizes coordination with clients’ attorneys, accountants, and other professional advisors to implement integrated estate, tax, and philanthropic strategies.
The firm’s stated investment philosophy centers on stewardship and long-term, disciplined portfolio construction, using strategic asset allocation, diversification, tax-aware management, and optional ESG or values-based overlays. Sagegrove may incorporate third‑party model portfolios and analytics as inputs but retains full discretionary authority over security selection and relies on a custodian relationship with J.P. Morgan Private Bank for execution and reporting.
Notable distinctions disclosed in the brochure include an affiliated, separately licensed insurance agency through which the principal owner and other licensed producers receive commission-based compensation for insurance sales, a relationship the firm acknowledges as a conflict and says clients are not required to use. The firm also discloses the principal’s full-time employment at a non-investment grantmaking foundation (approximately 40 hours per week) and that it had no assets under management at the time of the filing—factors prospective institutional or pooled-vehicle clients may consider when assessing capacity and potential conflicts.
Client services
Expertise
Occupation focus
Fee options
Consulting services offered on a flat-fee, project basis with a maximum fee of $20,000.
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.80%
Account minimum: $5,000,000
Main office
4783 Farmingdale Drive, Suite 223
Colorado Springs CO 80918
Advisors at this office
1
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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