Philip Baran
Investment adviser representative at Sage Rhino Capital LLC
10 yearsExperience
1 stateRegistered in
$883.7MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Sage Rhino Capital, LLCSep 2026 to now
- JP Morgan Chase BankJul 2019 to Sep 2026
- JP Morgan Securities LLCJul 2019 to Sep 2026
- UnemployedMay 2019 to Jul 2019
- Indiana UniversityAug 2018 to May 2019
- JP Morgan Chase and CoMay 2018 to Aug 2018
- Indiana UniversityAug 2017 to May 2018
- Valark Financal ServicesMay 2017 to Aug 2017
- Indiana UniversityAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Sage Rhino Capital LLC
$883.7MAssets managed
196Clients
10Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6657026
- Firm CRD
- 290148