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 registered investment adviser organized as an LLC and on the SEC register since 2003. The firm serves both individual and family clients as well as institutional relationships, providing financial planning, portfolio management for individuals and small businesses, and pension consulting. Ownership is held by an individual, and the firm charges a mix of fee types — AUM-based fees alongside hourly and fixed-fee arrangements. The investment program is equity-biased and the firm does not identify 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
2 of 2
Shawn Young
Chief Operations OfficerCRD 4793253
Robert Ballan
CEO & Chief Investment OfficerCRD 1536058
Contacts
3 of 12
Justin Sloan
Portfolio ManagerCRD 5661286
Willington Fong
OperationsCRD 4034105
Robert Leiphart
Vice PresidentCRD 4141443
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$118M in ETFs
62%
$72.9M
36%
$45.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $14.2M | 19,045 | 12.01% |
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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