# Sage Rhino Capital LLC

> Sage Rhino Capital LLC is an SEC-registered investment advisory firm in Menlo Park, CA, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 290148
- Filed as: SAGE RHINO CAPITAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Menlo Park, CA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290148
- AdvisorCensus page: https://advisorcensus.com/firm/sage-rhino-capital-llc-menlo-park-ca-290148

## Quick answers

**How is Sage Rhino Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sage Rhino Capital LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sage Rhino Capital LLC located?**
Sage Rhino Capital LLC's principal office is in Menlo Park, CA, according to its Form ADV.

**Is Sage Rhino Capital LLC registered with the SEC or a state?**
Sage Rhino Capital LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 290148.

**How much does Sage Rhino Capital LLC manage?**
Sage Rhino Capital LLC reports $883,702,842 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Sage Rhino Capital LLC's assets and staff changed since 2021?**
In the Form ADV data for Sage Rhino Capital LLC: Regulatory assets under management: $600,403,904 in the October 2021 data and $883,702,842 in the October 2026 data, up 47%. Total employees: 7 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sage Rhino Capital LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (139); individuals (other than high net worth individuals) (53); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Sage Rhino Capital LLC use?**
Sage Rhino Capital LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Sage Rhino Capital LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(1)(c) (regulator's civil action dismissed under a settlement). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/290148

**What changed in Sage Rhino Capital LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $787,017,457 to $883,702,842 (+12%). Registered or notice-filed in CO, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $883,702,842
- Discretionary: $883,702,842
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 53 | $20,683,772 |
| High net worth individuals | 139 | $850,431,800 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $10,171,001 |
| Corporations or other businesses not listed above | 2 | $2,416,269 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (8 years)
- Employees: 10 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, NY, TN, TX, WA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.H(1)(c): Has a domestic or foreign court ever dismissed, under a settlement agreement, an investment-related civil action brought against the firm or an advisory affiliate by a state or foreign financial regulator?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/290148

### Websites listed on Form ADV (Item 1.I)
- sagerhino.com
- LinkedIn @sage-rhino-capital-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $600,403,904 | 7 | March 17, 2021 |
| October 2022 | $746,769,280 | 10 | March 21, 2022 |
| October 2023 | $617,168,491 | 10 | April 14, 2023 |
| October 2024 | $712,243,670 | 8 | April 3, 2024 |
| October 2025 | $787,017,457 | 9 | March 21, 2025 |
| October 2026 | $883,702,842 | 10 | March 25, 2026 |

Regulatory assets under management: $600,403,904 in the October 2021 data and $883,702,842 in the October 2026 data, up 47%.
Total employees: 7 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $787,017,457 to $883,702,842 (+12%).
- Registered or notice-filed in CO, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sage Rhino Capital LLC (CRD 290148): Form ADV filing data as of October 2026.