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Michael Hunter Brooks

SAGE MOUNTAIN ADVISORS
ATLANTA, GA
·CRD# 5977627·5 years experience

Professional Summary

Michael Hunter Brooks is a registered financial advisor currently at SAGE MOUNTAIN ADVISORS, LLC located in Atlanta, Georgia. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Michael has worked at 4 firms.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

5 years in the financial services industry

Current & Past Employments

SAGE MOUNTAIN ADVISORS, LLC·CRD# 298593
RIA
945 East Paces Ferry Road Ne Suite 2660, Atlanta, GA 30326
November 25, 2025 - Present
STADION MONEY MANAGEMENT, LLC·CRD# 112608
RIA
Watkinsville, GA
June 8, 2023 - November 4, 2025
SAVANT WEALTH MANAGEMENT·CRD# 107271
RIA
Atlanta, GA
March 23, 2023 - May 8, 2023
CAPITAL DIRECTIONS LLC·CRD# 109762
RIA
Atlanta, GA
August 30, 2021 - April 25, 2023

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Current Firm

SM
SAGE MOUNTAIN ADVISORS, LLC

KLAUS ADVISORS, LLC | SAGE MOUNTAIN ADVISORS, LLC

CRD#: 298593 / SEC#: 801-114002
RIA
Registered Investment Advisory firm - SEC (9/18/2018 Approved)

Contact Information

Main Address

945 East Paces Ferry Road Ne Suite 2660, Atlanta, GA 30326

Phone Number

(404) 795-8361

# of Employees

31

SEC notice filing (14 States and Territories)

Registered to provide investment advisory services in 14 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SAGE MOUNTAIN ADV PART 2A (7/9/2026)

Regulatory Assets Under Management

Total Number of Accounts

193

AUM (Assets Under Management)

$4,286,824,438

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/15/2025Cover PageReport
09/27/2024Cover PageReport
01/18/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Savant acquired the assets of Capital Directions, an RIA on 02/22/2023. Mr. Brooks is and will be an Portfolio Analyst for Capital Directions during the transition period. At that time, the registration for Capital Directions will be withdrawn.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SM
SAGE MOUNTAIN ADVISORS, LLC

KLAUS ADVISORS, LLC | SAGE MOUNTAIN ADVISORS, LLC

CRD#: 298593 / SEC#: 801-114002
RIA
Registered Investment Advisory firm - SEC (9/18/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Georgia
(11/25/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Hunter Brooks's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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