← Tributary

SAGE RHINO CAPITAL LLC

MENLO PARK, CA · CRD 290148 · IAPD ↗ · sagerhino.com · (650) 352-5600

$883.7MRegulatory AUM
4Advisory reps
10Employees
1Clients
0Planning clients
0Private funds
6States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — SAGE RHINO CAPITAL LLC notice-filed in CO, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — SAGE RHINO CAPITAL LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
May 2024 — SAGE RHINO CAPITAL LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — SAGE RHINO CAPITAL LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.