Sage Rhino Capital LLC

RIASEC Registered

Total AUM

$884M

Discretionary

$884M

100% of AUM

Avg account

$588K

Accounts

1,502

Employees

Advisory reps

Firm details

Headquarters: Menlo Park, California
CRD number: 290148
Registered since: December 15, 2017
Website: sagerhino.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI96.24%
Individuals2.34%
Pension & Profit Sharing Plans1.15%
Corporations / Businesses0.27%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Sage Rhino Capital LLC is an independent registered investment adviser that has been SEC-registered since 2017. The firm serves both individuals/families and institutional clients and operates as a capital allocator, combining direct portfolio management with selection of third‑party managers. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and manager selection. Fee arrangements include a percentage-of-AUM model as well as hourly and fixed-fee engagements. Sage Rhino’s stated preference is equity‑oriented investing, and it does not identify as an active ESG investor. The firm’s structure is a limited liability company with a mix of domestic entity and individual ownership.