Overview
Assets Under Management: $174 million
Headquarters: SPRINGFIELD, MO
High-Net-Worth Clients: 24
Average Client Assets: $3.1 million
Frequently Asked Questions
RLB FINANCIAL 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 #151778), RLB FINANCIAL is subject to fiduciary duty under federal law.
RLB FINANCIAL is headquartered in SPRINGFIELD, MO.
RLB FINANCIAL serves 24 high-net-worth clients according to their SEC filing dated March 06, 2026. View client details ↓
According to their SEC Form ADV, RLB FINANCIAL offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
RLB FINANCIAL manages $174 million in client assets according to their SEC filing dated March 06, 2026.
According to their SEC Form ADV, RLB FINANCIAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.55%
Average Client Assets: $3.1 million
Total Client Accounts: 609
Discretionary Accounts: 609
Regulatory Filings
CRD Number: 151778
Filing ID: 2055066
Last Filing Date: 2026-03-06 10:20:11