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 operates as a small, privately owned limited liability advisory firm focused on portfolio management for individuals and small businesses, with a client base that includes high-net-worth families. The firm runs discretionary mandates and charges clients on a percentage-of-assets basis and, in some arrangements, performance-based fees. Investment implementation is driven principally through pooled public funds rather than direct security selection, and the firm does not identify itself as an active ESG investor. RGB is not positioned as a capital allocator or a multi-state advisory platform; its structure and listed activities point to a boutique advisory practice that relies on third-party fund vehicles and external managers to deliver diversified exposure.
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 2RYAN REDFERN
Assistant Portfolio ManagerCRD 4169279
ROBERT BERNSTEIN
PresidentCRD 5674019
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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