Wealth manager, independent · Franklin, TN
Sagespring Wealth Partners
SEC-registered investment adviser · CRD 283515 · SEC 801-107971
At a glance
Sagespring Wealth Partners is an SEC-registered investment adviser based in Franklin, Tennessee, with $8.5B in regulatory assets under management as of its Form ADV filed July 1, 2026. It reports 11,558 individual clients, 2,060 of them high-net-worth, holding an average of about $0.7 million each, and 195 employees. That ranks it 122nd among the nation’s 5,657 independent wealth management RIAs and 1st of 102 in Tennessee. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Main office 615-861-6100sagespring.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $8.5B
- Rank among independent wealth managers
- #122 of 5,657
- Rank among all SEC RIAs
- #1,514 of 17,210
- Rank in Tennessee
- #1 of 102
- Individual clients
- 11,558
- High-net-worth clients
- 2,060
- Accounts
- 41,069
- Discretionary
- 100% of AUM
- Employees
- 195
- Advisory staff
- 100
- Offices
- 12
Owners and executives on its Form ADV
- Jeffrey T. DobynsPresident / CEO
- Brian D. HardingChief Financial Officer
- William B. ClaytonChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Sagespring Wealth Partners is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 2,060 | $5.0B | 59% |
| Individuals | 9,498 | $3.4B | 40% |
| Corporations or other businesses | 32 | $34M | <1% |
| Charitable organizations | 21 | $21M | <1% |
| Pension and profit sharing plans | 9 | $11M | <1% |
| Insurance companies | 3 | $0M | <1% |
Disciplinary disclosures
Sagespring Wealth Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗sagespring.com ↗
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The full record on Sagespring Wealth Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 9 years of filings
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- Rank against 486 peers of its type and size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Tennessee
All of Tennessee →| Firm | Regulatory AUM | Clients |
|---|---|---|
| The Pacific Financial Group, Inc.Nashville | $5.1B | 16,818 |
| Red Door Wealth Management, LLCMemphis | $3.1B | 929 |
| Legacy Wealth Management, LLCMemphis | $2.7B | 1,460 |
| Rather & Kittrell, Inc.Knoxville | $2.3B | 982 |
| Capwealth Advisors, LLCFranklin | $2.0B | 1,407 |
| Woodmont Investment Counsel, LLCNashville | $2.0B | 437 |
Background
Questions
How much does Sagespring Wealth Partners manage?
Sagespring Wealth Partners reports $8.5B in regulatory assets under management across 41,069 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 1, 2026.
How many clients does Sagespring Wealth Partners have?
It reports 11,558 individual clients: 2,060 high-net-worth individuals and 9,498 other individuals. Individuals account for about 99% of its regulatory assets.
Where is Sagespring Wealth Partners headquartered?
Its main office is in Franklin, Tennessee. It reports 12 offices in total and 195 employees, 100 of whom perform investment advisory functions.
How does Sagespring Wealth Partners charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Sagespring Wealth Partners use?
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed July 1, 2026, it reports these amounts held: Fidelity ($8.1B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Sagespring Wealth Partners a hybrid RIA with a broker-dealer?
Sagespring Wealth Partners is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Sagespring Wealth Partners a fiduciary?
As an SEC-registered investment adviser, Sagespring Wealth Partners owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 2 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Sagespring Wealth Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →