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SAGE RHINO CAPITAL LLC
CRD 290148File 801-112150
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$883.7M
Above cohort median (national)
Discretionary AUM
$883.7M
Clients
196
1,502 accounts
Employees
10
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, 5GCompensation
- 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 | Change |
|---|---|---|---|---|
| Aug 12, 2026 | Disclosures | No | Yes | |
| Apr 1, 2026 | Employees | 9 | 10 | increased by1 |
| Apr 1, 2026 | Clients | 192 | 196 | increased by4 |
| Apr 1, 2026 | AUM | $787,017,457 | $883,702,842 | increased by$96,685,385 |
| Apr 1, 2026 | Accounts | 1,441 | 1,502 | increased by61 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 9 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 160 | 192 | increased by32 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $746,769,280 | $787,017,457 | increased by$40,248,177 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,301 | 1,441 | increased by140 |
| Apr 1, 2022 | Employees | 7 | 10 | increased by3 |
| Apr 1, 2022 | Clients | 135 | 160 | increased by25 |
| Apr 1, 2022 | AUM | $600,403,904 | $746,769,280 | increased by$146,365,376 |
| Apr 1, 2022 | Accounts | 1,059 | 1,301 | increased by242 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SAGE RHINO” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SAGE RHINO” may also match similarly-named firms). Confirm identity against each filing.
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.