RJB Investment Advisory Services, LLC

Overview

RJB Investment Advisory Services, LLC operates as a small, owner-run limited liability company that provides fee-based portfolio management for individuals and small businesses. The firm charges a percentage of assets under management and focuses on direct wealth management rather than institutional or pension consulting. It does not self-identify as an active ESG investor, is not organized as a multi-state adviser, and does not position itself as a capital allocator or related adviser to other firms. The firm's client base is concentrated in the individual and family segment, and its advisory activity centers on discretionary portfolio management for private clients. The business profile and asset scale indicate a boutique setup that manages a limited number of relationships rather than a broad retail or institutional platform.

Assets & Accounts

Public Holdings

Investments & Alternatives