Wealth Manager
    SEC Registered
    Manages Private Funds

    Rb Capital Management, LLC

    Registered investment advisor · Reno, Nevada · CRD #125678

    Assets Under Management
    $931M
    Client Accounts
    1,534
    Employees
    16
    CRD Number
    125678
    Registration
    SEC Registered
    Custodian
    Pershing Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Rb Capital Management, LLC

    Since 2000, RB Capital Management, LLC has specialized in fee-based investment advisory with a focus on hedged strategies and fixed-income portfolios, aiming to minimize risk and enhance returns through customized, diversified portfolios. The firm offers comprehensive wealth management services with a strategic approach.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Rb Capital Management, LLC

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    Frequently Asked Questions

    What is Rb Capital Management, LLC's AUM?

    Rb Capital Management, LLC reports approximately $931M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Rb Capital Management, LLC headquartered?

    Rb Capital Management, LLC is headquartered in Reno, Nevada.

    What is Rb Capital Management, LLC's CRD number?

    Rb Capital Management, LLC's CRD number is 125678. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Rb Capital Management, LLC manage?

    Rb Capital Management, LLC manages approximately 1,534 client accounts according to its latest SEC filing.

    Is Rb Capital Management, LLC SEC registered?

    Yes, Rb Capital Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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