Philip Baran
Sage Rhino Capital · Rhinebeck, New York
Philip Baran is a fee-only financial advisor at Sage Rhino Capital in Rhinebeck, New York. 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 | Rhinebeck, New York |
| 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 NY · CRD 6657026 |
| Exams passed | Series 63 (2019) · Series 65 (2025) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.sagerhino.com |
How Philip'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 Philip
Is Philip Baran a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Philip 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 Philip charge for financial advice?
Philip's firm, Sage Rhino Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Philip Baran based?
Philip Baran is based in Rhinebeck, New York.
Is Philip Baran registered with the SEC?
Yes. Philip Baran is registered as an investment adviser representative in NY (CRD 6657026), 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 Philip Baran?
Through Philip's website, www.sagerhino.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rhinebeck
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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