Overview
Assets Under Management: $817 million
Headquarters: RENO, NV
High-Net-Worth Clients: 193
Average Client Assets: $3 million
Frequently Asked Questions
RB CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125678), RB CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
RB CAPITAL MANAGEMENT, LLC is headquartered in RENO, NV.
RB CAPITAL MANAGEMENT, LLC serves 193 high-net-worth clients according to their SEC filing dated April 30, 2025. View client details ↓
According to their SEC Form ADV, RB CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
RB CAPITAL MANAGEMENT, LLC manages $817 million in client assets according to their SEC filing dated April 30, 2025.
According to their SEC Form ADV, RB CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 193
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.79
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,382
Discretionary Accounts: 1,382
Regulatory Filings
CRD Number: 125678
Filing ID: 1986423
Last Filing Date: 2025-04-30 20:40:00
Website: https://rbcapitalmanagement.com