RB Capital Management, LLC
Firm details
- Headquarters
- Reno, Nevada
- CRD number
- 125678
- Registered since
- May 9, 2003
- Website
- www.rbcapitalmanagement.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.94%
- Individuals28.54%
- Pension & Profit Sharing Plans5.32%
- Corporations / Businesses0.13%
- State / Municipal Government0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
RB Capital Management, LLC is an independent, individual-owned RIA organized as an LLC and registered with the SEC in 2003. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its pricing is flexible — it charges a percentage of AUM and also offers hourly and fixed-fee engagements. The firm’s public filings show an equity-first orientation, but its product mix extends beyond listed securities to include third-party alternative managers. RB Capital does not report itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents8%
- State & Local Bonds7%
- US Government Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$62M in ETFs
59%
$36.5M
38%
$25.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $14.2M | 19,045 | 22.93% |
Location
Reno, NV
Washoe
Location
Reno, NV
Headquartered in Reno, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.
- Metro area
- Reno-Carson City-Fernley, NV
- Region
- West
- County
- Washoe
- Address
- 5365 Reno Corporate Dr
- Time zone
- PT (UTC-8)
- Office locations
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