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RB CAPITAL MANAGEMENT, LLC

5365 Reno Corporate Dr.
Suite 200
Reno, Nevada 89511
Tel: (775) 993-2900

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About RB CAPITAL MANAGEMENT, LLC

RB CAPITAL MANAGEMENT, LLC, formally registered with the SEC as RB CAPITAL MANAGEMENT, LLC. The firm was established in 05/09/2003. They have over 8 offices throughout the country.

RB CAPITAL MANAGEMENT, LLC is a Reno, Nevada based Financial Planning firm with nearly $717,584,687 assets under management, offering retirement planning & investment advisory services to 1335 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#125678
SEC#801-62043
Assets Managed by Firm$717,584,687
No. of Clients1335
No. of Advisors14

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total1335$717,584,687
Individuals (other than high net worth individuals)403$189,629,373
High net worth individuals185$489,283,085
Pension and profit sharing plans12$37,005,257
Corporations or other businessesFewer than 5 clients$1,666,972

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