Advisor at Sagegrove Investment Advisory Group, LLC
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Firm
Sagegrove Investment Advisory Group, LLC
Location
Colorado Springs, CO 80918
Credentials
Series 65, Series 66
Industry experience
7 years
Erika Williams is a financial advisor at Sagegrove Investment Advisory Group, LLC with seven years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at RSF Social Finance, Naples Asset Management, UnionBanc Investment Services, and JP Morgan Chase Bank. Outside of advisory services, she serves as an unpaid board member of the Aquillius Institute and as Senior Officer for Impact Investing at the Colorado Health Foundation. Sagegrove Investment Advisory Group primarily serves pooled vehicles and institutional-style clients, offering discretionary investment management and limited-scope consulting. The firm’s investment approach focuses on long-term stewardship and alignment with client values, incorporating strategic asset allocation, tax-aware management, and ESG overlays while retaining full discretionary authority over implementation.
Based on Sagegrove Investment Advisory Group, LLC
Based on Sagegrove Investment Advisory Group, LLC
Consulting services offered on a flat-fee, project basis with a maximum fee of $20,000.
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.80%
Account minimum: $5,000,000
4783 Farmingdale Drive, Suite 223
Colorado Springs, CO 80918
Colorado
Sagegrove Investment Advisory Group, LLC
2025 - Present (1 year)
Sagegrove Financial Partners, LLC
2025 - Present (1 year)
Self Employed - Formation of Sagegrove Entities
2024 - 2025 (1 year)
RSF Social Finance
2021 - 2024 (3 years)
Oceanside Museum of Art
2019 - 2021 (2 years)
Naples Asset Management CO, LLC
2019 - 2020 (1 year)
UnionBanc Investment Services, LLC
2016 - 2019 (3 years)
JP Morgan Chase Bank, NA
2015 - 2016 (1 year)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Colorado Springs, CO
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Series 65
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