SAGE RHINO CAPITAL LLC

CRD 290148File 801-112150

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$883.7M

Above cohort median (national)

Discretionary AUM

$883.7M

Clients

196

1,502 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Dec 15, 2017
Principal office: 101 JEFFERSON DRIVE, MENLO PARK, CA, 94025
Phone: (650) 352-5600
Website: HTTP://WWW.SAGERHINO.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $883.7M
Discretionary AUM: $883.7M
Non-discretionary AUM: $0
Discretionary accounts: 1,502
Non-discretionary accounts: 0
Total accounts: 1,502
AUM per client: $4.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.4M
High net worth individuals	139	$850.4M
Pension and profit sharing plans	Fewer than 5	$10.2M
Individuals (other than high net worth individuals)	53	$20.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11H1C

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.