RGB Capital Group
Firm details
- Headquarters
- ,
- CRD number
- 150420
- Website
- www.rgbcapitalgroup.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI70.62%
- Individuals27.37%
- Corporations / Businesses2.01%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
RGB Capital Group is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and provides portfolio management for individuals and small businesses. Its typical fee model combines a percentage-of-AUM charge with the ability to assess performance-based fees. RGB does not identify itself as a capital allocator, does not describe active ESG investing as part of its process, and is not flagged as a multi-state adviser on the provided snapshot.
Assets & Accounts
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
- Public Funds/Mutual Funds100%
Contacts
2 of 2
Robert Bernstein
PresidentCRD 5674019

Ryan Redfern
Assistant Portfolio ManagerCRD 4169279
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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