RBG Capital LLC

Overview

RBG Capital LLC is a newly formed SEC-registered investment adviser organized as a limited liability company and owned by an individual. The firm registered with the SEC in 2026 and is classified as unclassified in the snapshot. It reports a percentage-of-AUM fee model and identifies itself as a capital allocator. Service offerings listed by the firm center on advisory work for private clients and small businesses: financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm does not identify itself as an active ESG investor and is not flagged as a multi-state adviser or as a related adviser.

Assets & Accounts

Investments & Alternatives