Igor Lotsvin
Sage Rhino Capital · Menlo Park, California
Igor Lotsvin is a fee-only financial advisor at Sage Rhino Capital in Menlo Park, California, who holds the CFA credential. 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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 4425376 |
| Exams passed | Series 66 (2010) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.sagerhino.com |
How Igor'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 Igor
Is Igor Lotsvin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Igor 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 Igor charge for financial advice?
Igor's firm, Sage Rhino Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Igor Lotsvin based?
Igor Lotsvin is based in Menlo Park, California.
What credentials does Igor Lotsvin hold?
Igor Lotsvin holds the CFA credential.
Is Igor Lotsvin registered with the SEC?
Yes. Igor Lotsvin is registered as an investment adviser representative in CA (CRD 4425376), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
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 Igor Lotsvin?
Through Igor'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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