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 who works out of Atlanta, Georgia, with 3 years of relevant experience. Douthat is on the advisory team at Sage Mountain Advisors, LLC. Douthat has gained experience at Russell Reynolds Associates, Emory University-Goizueta School Of Business, Goldman, Sachs & Co and Sage Mountain Advisors, LLC. Douthat maintains Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Georgia. Sage Mountain Advisors, LLC is a registered investment firm based in Atlanta, GA. It administers $2 billion in total assets between its 132 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises one charitable organizations. Of its 132 client accounts, 87% are associated with high-net-worth clients who have greater than $1 million in investable assets. Sage Mountain Advisors, LLC provides a number of services, such as 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. Fees charged by financial advisors typically are based on the type of financial services provided. Fees billed by Sage Mountain Advisors, LLC may include asset-based, fixed and other fees.

Certifications and Registrations

Series 65, Series 66

Years Registered*

3 years

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

$1,527,367,629

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

20

GA Average: 58
Total Number of Accounts

132

GA Average: 1,608
Average Account Size

$11,570,967

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

Edward has been registered as a financial advisor for 3 years.*

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

2010 - 2013 (3 years)

Russell Reynolds Associates

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Ryan Sheffield
Atlanta, GA
Deborah Wagner
Atlanta, GA
Alyzain Lakdawala
Atlanta, GA
John Darby
Atlanta, GA
Edward Douthat
Atlanta, GA
Christine Phelps
Atlanta, GA
Anthony Cox
Atlanta, GA
John Allen
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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