Alex Owens has been an investment adviser representative at Sage Rhino Capital since April 2024, and is not listed among the firm’s executive officers or direct owners.
Sage Rhino Capital LLC is a Menlo Park, CA firm with $884M under management, 196 clients and 4 advisers in one office, as of its March 2026 filing.
Alex Owens’ longest registration was 3 years at Proffitt & Goodson Inc. (2021–2024). Before joining Sage Rhino Capital in 2024, Alex Owens was registered through Proffitt & Goodson Inc.
- Sage Rhino Capital LLCCurrent– present · 2 yearsNashville, TN · Adviser representative · Firm CRD 290148
- Proffitt & Goodson Inc.– · 3 yearsKnoxville, TN · Adviser representative · Firm CRD 105278
Investment adviser representative registrations
Alex Owens is registered as an investment adviser representative in Tennessee, since April 2024.
- TennesseeSince 4 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 January 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Alex Michael Owens
- CRD
- 7305333
- Firm
- Sage Rhino Capital · CRD 290148
- Office
- Nashville, TN
- Registration
- Investment adviser registration
- In the industry since
- January 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Alex Owens work?
Alex Owens is an investment adviser representative registered through Sage Rhino Capital LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Alex Owens a financial advisor?
Yes. Alex Owens has a current investment-adviser registration in Tennessee, through Sage Rhino Capital since April 2024.
How many years of experience does Alex Owens have?
Alex Owens has 5 years in the financial industry, since January 2021, across 2 adviser firms.
What exams has Alex Owens passed?
Alex Owens passed the Series 65 in January 2021.
Where did Alex Owens work before Sage Rhino Capital?
Before Sage Rhino Capital, Alex Owens was registered through Proffitt & Goodson Inc., January 2021 to March 2024.
Where is Alex Owens based?
Alex Owens’ registered office is in Nashville, TN.
Is Alex Owens registered with FINRA?
No. Alex Owens has no current broker registration.
How can I verify Alex Owens’ record?
Search CRD 7305333 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alex Owens’ full registration record.