S
$883.7M Total AUM
$883.7M Disc. AUM
13.1% 3Y CAGR
10 Employees
197 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-15-2017
- Office Locations
- 6
Office Locations
101 Jefferson Drive Menlo Park CA
125 University Avenue Suite 215 Palo Alto CA
-- Anaheim CA
About Sage Rhino Capital LLC
Sage Rhino Capital LLC is a Menlo Park-based RIA with 6 offices. The firm has been operating for 8 years. Managing $883.7M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
42 AVG AGE
$220.9M AVG AUM / ADVISOR
$4.5M AVG AUM / CLIENT
6.8 yrs AVG TENURE
10 Employees
4 Advisory Reps
10 RIA Reps
8yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DAVID TAOTZE CHU
--
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
D
DANA ELAINE FRANCO-YOUNG
Chief Compliance Officer
- CRD
- #3013692
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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M
MIA CARLA A DIZON
--
- CRD
- #5270776
Available
Available
Available
DENISE HELEN FARKAS
Client Service Specialist
- CRD
- #5108996
Available
Available
Available
Showing 2 of 10 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $883,702,842 | $588,351 |
| Non-Discretionary | $0 | -- |
| Total | $883,702,842 | $588,351 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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