# Savage and Company Wealth Management

Savage and Company Wealth Management is a Bank / Wealth / Trust based in Ashland, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Ashland, United States
- **Region:** North America
- **Address:** Ashland, OR, United States
- **Assets under management:** Undisclosed
- **Website:** savageandcompany.com
- **LinkedIn:** https://www.linkedin.com/company/savage-and-company-wealth-management-llc

## Regulatory record

- **Reports private funds:** No

## About

Savage and Company Wealth Management is a wealth manager based in Ashland, US. It manages approximately $62 million in assets, primarily serving clients in North America.

## Questions

### Does Savage and Company participate in fund commitments or only direct accounts?

There is no public evidence of pooled fund commitments, venture investing, or private-market deal participation. The firm's regulatory filings and client-facing posture indicate standard brokerage or separately-managed account investing through third-party custodians, focused on publicly traded securities and traditional asset allocation strategies.

### What investment stages or asset classes does the firm typically target?

The firm's retail advisory model centers on public equities, fixed income, mutual funds, ETFs, and cash-equivalent instruments. There are no disclosed allocations to private equity, venture capital, real assets, or hedge funds. This aligns with the standard profile of a small local RIA serving mass-affluent and high-net-worth individual clients in a non-metropolitan market.

### How does the firm source and disclose investment conflicts?

As a small registered investment advisor, the firm files Form ADV with the SEC or state regulator. Its most recent ADV Part 1 and Part 2B filings disclose the firm's fee schedule, any outside business activities of its advisors, and any disciplinary events. Investors can access these filings through the SEC's Investment Adviser Public Disclosure website.

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- [Saunderson House](https://altss.com/profile/saunderson-house)
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Last updated: 2026-06-03T20:00:00.000Z

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