Edward
Douthat

Sage Mountain Advisors, LLC

CRD#5457659
Investment Advisor
in Atlanta, GA

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About this Advisor

Edward Douthat is a financial advisor based in Atlanta, Georgia, working with Sage Mountain Advisors, LLC. Edward has previously held positions at Emory University-Goizueta School Of Business, Goldman, Sachs & Co, and Sage Mountain Advisors, LLC. Edward has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Georgia. Currently, Edward is part of Sage Mountain Advisors, LLC, which operates out of Atlanta, Georgia. The firm has 22 employees and manages assets totaling $2.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Sage Mountain Advisors, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 65, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

945 East Paces Ferry Rd Ne, Suite 2275
Atlanta, GA 30326

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Sage Mountain Advisors, LLC Brokerage Details

Total Assets Under Management

$2,190,085,084

GA Average: $3,570,121,308
Total Number of Employees

22

GA Average: 58
Total Number of Accounts

149

GA Average: 1,608
Average Account Size

$14,698,558

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Edward Douthat Work History

2020 - Present (4 years)

Sage Mountain Advisors, LLC

2015 - 2020 (5 years)

Goldman, Sachs & Co

2013 - 2015 (2 years)

Emory University-Goizueta School Of Business

Disclosures

Please visit the SEC profile of Edward Douthat to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sage Mountain Advisors, LLC

Deborah Wagner
Atlanta, GA
Edward Douthat
Atlanta, GA
Christine Phelps
Atlanta, GA
Jeniah Jeffers
Atlanta, GA
John Darby
Atlanta, GA
John Allen
Atlanta, GA
Ryan Sheffield
Atlanta, GA
Anna Esoda
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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