Nashville, TN Office

Sage Rhino Capital LLC provides asset management, financial planning and retirement plan consulting to individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and business entities, managing roughly $883.7 million in discretionary assets. The firm offers individualized portfolio management and may implement client strategies through third‑party sub‑advisers or separately managed accounts.

The firm’s investment process centers on understanding client objectives, ongoing monitoring and periodic rebalancing across a broad mix of securities, including individual stocks, bonds, ETFs, mutual funds and alternative investments. Sage Rhino’s brochure discloses the use of option strategies and other derivatives (for example, covered‑call and options positions) within separately managed accounts and sub‑advised strategies, an approach that is less common among comparable team‑based advisers.

In addition to investment management, the firm provides an unusually broad set of planning services—spanning investment, retirement, estate and charitable planning as well as corporate and personal tax planning, cost segregation studies, and mortgage and insurance analysis. The firm’s disclosure section also notes a prior municipal legal settlement involving its principals related to a real‑estate matter that was resolved without findings of securities‑related violations.