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They include 139 high-net-worth individuals, 53 individual clients, and 2 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sage Rhino Capital offer?","answer":"Sage Rhino Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Sage Rhino Capital charge?","answer":"Sage Rhino Capital charges up to 1.50% a year for its Asset Management. The fee is billed in advance and is negotiable.","source":"ADV PART 2A - FIRM BROCHURE, filed 25 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Sage Rhino Capital use?","answer":"Sage Rhino Capital’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $638M and Charles Schwab & Co., Inc. (San Francisco, CA), with $237M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sage Rhino Capital have?","answer":"Sage Rhino Capital has 10 investment adviser representatives registered with state securities authorities, out of 10 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sage Rhino Capital invest in?","answer":"At the end of its last fiscal year, Sage Rhino Capital’s separately managed accounts held 87% exchange-traded equities, 5% state and local bonds, 4% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Variable Annuities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Sage Rhino Capital?","answer":"Sage Rhino Capital is owned through a trust by Igor Lotsvin and Caroline Novak. Its direct owners are Lotsvin-Novak Family Revocable Trust U/A Dated May 18th, 2007 (75% or more) and Lotsvin-Novak Family Revocable (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sage Rhino Capital get paid?","answer":"Sage Rhino Capital is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Sage Rhino Capital?","answer":"Sage Rhino Capital’s main office is at 101 Jefferson Drive, Menlo Park, CA 94025. Its phone number is 650-352-5600. 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