Denise Farkas
Sage Rhino Capital · Menlo Park, California
Denise Farkas is a fee-only financial advisor at Sage Rhino Capital in Menlo Park, California. Sage Rhino Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sage Rhino Capital |
|---|---|
| Based in | Menlo Park, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $883.7M across 1,502 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5108996 |
| Exams passed | Series 63 (2006) · Series 65 (2009) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.sagerhino.com |
How Denise's firm compares
- Sage Rhino Capital's average account is about $588,000, from its Form ADV (assets managed divided by 1,502 accounts).
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Questions about Denise
Is Denise Farkas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Denise holds no broker registration, and Sage Rhino Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Denise charge for financial advice?
Denise's firm, Sage Rhino Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Denise Farkas based?
Denise Farkas is based in Menlo Park, California.
Is Denise Farkas registered with the SEC?
Yes. Denise Farkas is registered as an investment adviser representative in CA (CRD 5108996), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sage Rhino Capital manage?
Sage Rhino Capital reports $883.7M across 1,502 accounts in assets under management.
How do I contact Denise Farkas?
Through Denise's website, www.sagerhino.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Menlo Park
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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