Sagespring Wealth Partners
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 283515
· SEC file 801-107971
· Franklin, TN
· www.linkedin.com
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ADV data as of Jul 01, 2026
- Regulatory AUM
- $8.5B
- Discretionary
- $8.5B
- Clients
- 11,623
- Avg AUM / client
- $730K
- Accounts
- 41,069
- Employees
- 195
AUM over time
$0
$8.5B
Jun 2016
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 9,498 | $3.4B | 40.0% |
| High net worth individuals | 2,060 | $5.0B | 59.2% |
| Pension and profit sharing plans | 9 | $10.5M | 0.12% |
| Charitable organizations | 21 | $20.8M | 0.25% |
| Insurance companies | 3 | $173K | 0.0% |
| Corporations and other businesses | 32 | $34.2M | 0.4% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Blankenship Cpa Group 401(k) Profit Sharing Plan Blankenship Cpa Group, Pllc | 2024 | |
| The Lampo Group, Llc 401(k) Plan The Lampo Group, Llc | 2024 |
People (126)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Thomas Dobyns | President / Ceo | CFP Chartered Financial Consultant | Jul 2014 (12y) | Less than 5% |
| Harding, Brian, David | Chief Financial Officer | Feb 2023 (4y) | Less than 5% | |
| Clayton, William, Bradley | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% | |
| Richard Glen Smith | Registered representative | Sep 2016 (10y) | ||
| Bob Clay Sircy | Registered representative | Sep 2016 (10y) | ||
| John Durand Nail | Registered representative | CFP Chartered Financial Consultant | Sep 2016 (10y) | |
| Zachary Byron Hurd | Registered representative | CFP | Sep 2016 (10y) | |
| Tyler Cooper Nace | Registered representative | CFP | Sep 2016 (10y) | |
| Bradley Haskins Barnes | Registered representative | CFP | Sep 2016 (10y) | |
| Emanuel Marquez Gonzalez | Registered representative | Sep 2016 (10y) | ||
| Mark Glennon Deering | Registered representative | CFP | Sep 2016 (10y) | |
| Michael John Purifoy | Registered representative | CFP | Sep 2016 (10y) | |
| Ryan Patrick Hensley | Registered representative | Sep 2016 (10y) | ||
| Jason William Poe | Registered representative | Sep 2016 (10y) | ||
| Travis Lee Cullman | Registered representative | CFP | Sep 2016 (10y) | |
| Benjamin David Biggs | Registered representative | Oct 2016 (10y) | ||
| Brandon Dabar Haumschilt | Registered representative | CFP | Oct 2016 (10y) | |
| Brian Michael Hart | Registered representative | Oct 2016 (10y) | ||
| Cash Tunstall | Registered representative | CFP | Oct 2016 (10y) | |
| Drew Moore Mcmillin | Registered representative | CFP | Oct 2016 (10y) | |
| Katie Anne Centofonti | Registered representative | CFP | Oct 2016 (10y) | |
| Ryan Stuart Terry | Registered representative | Oct 2016 (10y) | ||
| Jacob Carl Powell | Registered representative | Oct 2016 (10y) | ||
| George Lucas Swatzell | Registered representative | Oct 2016 (10y) | ||
| Jason Thomas Plunkett | Registered representative | CFP | Oct 2016 (10y) | |
| Stephen James Lange | Registered representative | Oct 2016 (10y) | ||
| Robert Alexander Hamer | Registered representative | Oct 2016 (10y) | ||
| William David Bratton | Registered representative | Dec 2016 (10y) | ||
| Jesse Andrew Scroggins | Registered representative | Dec 2016 (10y) | ||
| William Olon Scroggins | Registered representative | CFP | Dec 2016 (10y) | |
| Eric John Shapiro | Registered representative | Dec 2016 (10y) | ||
| Jeffrey Charles Casey | Registered representative | Dec 2016 (10y) | ||
| Matthew William Atchison | Registered representative | Dec 2016 (10y) | ||
| Frederick Owen Haiman | Registered representative | Feb 2017 (9y) | ||
| Duane Arthur Sturm | Registered representative | Feb 2017 (9y) | ||
| Amanda M Brooke | Registered representative | CFP Chartered Financial Consultant | Mar 2017 (9y) | |
| Elisa Denise Jones | Registered representative | May 2017 (9y) | ||
| Brandon Kew | Registered representative | Jun 2017 (9y) | ||
| Melissa Melton Jones | Registered representative | CFP | Mar 2018 (8y) | |
| Jordan Joseph Wedell | Registered representative | Mar 2018 (8y) | ||
| Chase Macauley Keen | Registered representative | Apr 2018 (8y) | ||
| James Dorsey Ridley | Registered representative | CFP | Jun 2018 (8y) | |
| Daniel Todd Peterman | Registered representative | Dec 2018 (8y) | ||
| Timothy Andrew Johnson | Registered representative | Mar 2019 (7y) | ||
| Bruce Jackson Wilcox | Registered representative | CFP | Jul 2019 (7y) | |
| Nickolas Colt Parker | Registered representative | Jul 2019 (7y) | ||
| Taylor Buchanan Keen | Registered representative | CFP | Aug 2019 (7y) | |
| Jeff Wayne Whaling | Registered representative | Oct 2019 (7y) | ||
| Riley Wade Nelsen | Registered representative | CFP | Jan 2020 (7y) | |
| Jacob Thomas Greene | Registered representative | CFP | May 2020 (6y) | |
| Connor Allen Jeffries | Registered representative | Oct 2020 (6y) | ||
| Zachary Robert Labroad | Registered representative | Oct 2020 (6y) | ||
| Laurie L Snively | Registered representative | CFP | Oct 2020 (6y) | |
| Hannah Rae Patterson | Registered representative | CFP | Nov 2020 (6y) | |
| James Daniel Grenn | Registered representative | CFP | Dec 2020 (6y) | |
| Kyle Shaffer Hewlett | Registered representative | Feb 2021 (5y) | ||
| John Richard O'connor | Registered representative | CFP | Feb 2021 (5y) | |
| Brett Michael Murray | Registered representative | CFP | Mar 2021 (5y) | |
| Emily Jared Rogers | Registered representative | May 2021 (5y) | ||
| Matthew De Graff | Registered representative | CFP | Jul 2021 (5y) | |
| Hannah Aleane Colbert | Registered representative | Sep 2021 (5y) | ||
| Christopher Cotignola | Registered representative | CFP | Nov 2021 (5y) | |
| Mary Patton Peeples Gilmer | Registered representative | CFP | Dec 2021 (5y) | |
| Hugh Holden Gully | Registered representative | CFP | Apr 2022 (4y) | |
| Nathan Dendy | Registered representative | May 2022 (4y) | ||
| Dorothi Leigh Brown | Registered representative | May 2022 (4y) | ||
| Allen Kerry Oakley | Registered representative | Jun 2022 (4y) | ||
| Elliot Gild | Registered representative | CFP | Jun 2022 (4y) | |
| Tabitha Leanne Gossett | Registered representative | Jul 2022 (4y) | ||
| Alex Prusa | Registered representative | Aug 2022 (4y) | ||
| Austin Lee Gutknecht | Registered representative | CFP | Sep 2022 (4y) | |
| Hayden Tucker Lusk | Registered representative | CFP | Dec 2022 (4y) | |
| Kevin Underwood | Registered representative | Dec 2022 (4y) | ||
| Harrison Holder | Registered representative | CFP | Jan 2023 (4y) | |
| Garrett Smith | Registered representative | CFP | Mar 2023 (3y) | |
| Devonte Lamarcus Wayne Thomas | Registered representative | CFP | Mar 2023 (3y) | |
| Nathan Mueting | Registered representative | Jul 2023 (3y) | ||
| Joseph Parker Mc Clearn | Registered representative | Jul 2023 (3y) | ||
| Daniel Alan Ahlbrandt | Registered representative | Oct 2023 (3y) | ||
| Robert Cade Russell | Registered representative | CFP | Oct 2023 (3y) | |
| Heather L Bruntz | Registered representative | Dec 2023 (3y) | ||
| Isaac Todd Lindell | Registered representative | Dec 2023 (3y) | ||
| Robert James Facio | Registered representative | Dec 2023 (3y) | ||
| Kyler Kinsman Smith | Registered representative | CFP | Jan 2024 (3y) | |
| Conner Dale Crocker | Registered representative | Feb 2024 (2y) | ||
| Abdul Karim Safi | Registered representative | CFP | Feb 2024 (2y) | |
| Daniel Craig Trentham | Registered representative | Feb 2024 (2y) | ||
| Justin Briley Allen | Registered representative | Apr 2024 (2y) | ||
| Jacob Alexander Byers | Registered representative | Jun 2024 (2y) | ||
| James Vincent Gainer | Registered representative | CFP | Aug 2024 (2y) | |
| Jordan Erwin Mc Farland | Registered representative | Aug 2024 (2y) | ||
| Conner Mitchell Osswald | Registered representative | Aug 2024 (2y) | ||
| Marco Silva | Registered representative | Sep 2024 (2y) | ||
| Bryson Roy Tayes | Registered representative | Sep 2024 (2y) | ||
| Ralph Logan De Belle | Registered representative | Oct 2024 (2y) | ||
| Kai Meacham | Registered representative | Nov 2024 (2y) | ||
| Bradley Quentin Holloway | Registered representative | CFP | Feb 2025 (2y) | |
| Bryant R Carpenter | Registered representative | CFP | Feb 2025 (1y) | |
| Joel Houston Hall | Registered representative | Feb 2025 (1y) | ||
| Samantha Rae Gilgosch | Registered representative | Feb 2025 (1y) | ||
| Keri Vetere | Registered representative | Apr 2025 (1y) | ||
| John Gleason | Registered representative | Apr 2025 (1y) | ||
| Caroline Grace Kroll | Registered representative | May 2025 (1y) | ||
| Selah Morgan Ray | Registered representative | May 2025 (1y) | ||
| Mary Alexander Ballard | Registered representative | Jun 2025 (1y) | ||
| Charles Donald Mc Donald | Registered representative | CFA | Aug 2025 (1y) | |
| Samuel Pritchard | Registered representative | Aug 2025 (1y) | ||
| Eli Nathaniel Watts | Registered representative | Aug 2025 (1y) | ||
| John Tyler Ernst | Registered representative | CFP | Sep 2025 (1y) | |
| Thomas Ryan Pugsley | Registered representative | Sep 2025 (1y) | ||
| Colton A Jenkins | Registered representative | Sep 2025 (1y) | ||
| Wyatt Lane Gilbert | Registered representative | Oct 2025 (1y) | ||
| Ian Gensler | Registered representative | Nov 2025 (1y) | ||
| Alexander Jacobs | Registered representative | CFP | Dec 2025 (1y) | |
| Max Bortenschlager | Registered representative | Dec 2025 (1y) | ||
| Tyler Robert Howarth | Registered representative | CFP | Dec 2025 (1y) | |
| Krysia A Gannon | Registered representative | Jan 2026 (1y) | ||
| Jaxon Trevor Sweet | Registered representative | Jan 2026 (1y) | ||
| Kyle Barton Jackson | Registered representative | Jan 2026 (1y) | ||
| John Edwin Baugh | Registered representative | Feb 2026 (0y) | ||
| Parker Allen Green | Registered representative | Feb 2026 (0y) | ||
| Anna Feld | Registered representative | Mar 2026 (0y) | ||
| Mariam Elisabeth Mikhail | Registered representative | Mar 2026 (0y) | ||
| Olivia Huckabay | Registered representative | Mar 2026 (0y) | ||
| Brennan Meyer Roach | Registered representative | May 2026 (0y) | ||
| Lauren Melissa Williams | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sagespring Holdings, Llc | Shareholder | Dec 2021 | A | 75% or more |
| Sagespring Partners, Llc | Shareholder | Nov 2021 | B | ≈ 56.25% – 100% via Sagespring Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Sagespring Partners, Llc: 75% – 100% of Sagespring Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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 (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Blankenship Cpa Group 401(k) Profit Sharing Plan | Blankenship Cpa Group, Pllc | 168 | $13.0M | 01/01/2024 |
| The Lampo Group, Llc 401(k) Plan | The Lampo Group, Llc | 1,009 | $91.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 1020 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $8.1B (95% of AUM) Jul 2026
- Raymond James $5.5B (100% of AUM) Jan 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗