RB Capital Management, LLC

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Total assets under management

$930,603,372

Total clients

636

31% high-net worth

Total advisors

of 16 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$1,463,213

Client services

Financial planning Portfolio management Pension consulting

Main office location

RB Capital Management, LLC

5365 Reno Corporate Dr., Suite 200

Reno NV 89511, United States

Number of offices

Most active in

Arizona · California · Colorado · Connecticut · Florida · Louisiana · Massachusetts · Montana · Nevada · New Hampshire · New York · North Carolina · Oregon · South Carolina · Texas · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website (775) 993-2900

Advisors at this firm

Willington F

Series 66

Burlingame, CA

RB Capital Management, LLC

John M

Series 63, Series 65

Burlingame, CA

RB Capital Management, LLC

Jonathan D

Series 65

Reno, NV

RB Capital Management, LLC

Carl D

Series 63, Series 65

Laguna Woods, CA

RB Capital Management, LLC

Craig F

Series 63, Series 65

Walnut Creek, CA

RB Capital Management, LLC

Kent J

CFP®, Series 63, Series 65

Wilton, CT

RB Capital Management, LLC

Robert B

Series 63, Series 65

Reno, NV

RB Capital Management, LLC

Robert L

CFP®, Series 63, Series 65

Shelton, CT

RB Capital Management, LLC

Shawn Y

Series 66

Fresno, CA

RB Capital Management, LLC

Justin S

CFP®, CFA®, Series 63, Series 65

Windsor, CA

RB Capital Management, LLC

Gary D

Series 63, Series 65

Burlingame, CA

RB Capital Management, LLC

John B

Series 63, Series 66

San Francisco, CA

RB Capital Management, LLC

John M

Series 66

Walnut Creek, CA

RB Capital Management, LLC

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