Sage Financial Management Group, Inc.
- Regulatory AUM
- $423M
- Discretionary
- $423M
- Clients
- 150
- Avg AUM / client
- $2.8M
- Accounts
- 475
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Jun 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 35 | $14.3M | 3.39% |
| High net worth individuals | 115 | $409M | 96.6% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Leydig, Voit & Mayer, Ltd. 401(k) And Profit Sharing Plan Leydig, Voit & Mayer, Ltd. | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jennifer Elise Myers | President, Chief Compliance Officer | CFP | Mar 2007 (19y) | 75% or more |
| Anthony Walter Matteo | Registered representative | CFP | Sep 2019 (7y) | |
| Daniel A Serra | Registered representative | CFP | Dec 2021 (5y) | |
| Iram Mina Amir | Registered representative | CFP | Oct 2022 (4y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Leydig, Voit & Mayer, Ltd. 401(k) And Profit Sharing Plan | Leydig, Voit & Mayer, Ltd. | 151 | $149M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/15/2026 | 913 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $405M (96% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 15, 2026.
View current Form ADV (SEC/IAPD) ↗