Rnb Wealth Management Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$59,383,716
Clients
58
29% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
58
HighAverage account size
$1,023,857
About
RNB Wealth Management Group is a registered investment adviser that provides discretionary investment management to individual and high-net-worth clients, managing approximately $59.4 million across about 58 accounts. The firm offers customized portfolio management and IRA rollover advice and typically operates under discretionary trading authority to implement client strategies.
The firm uses a blend of charting, fundamental and technical analysis and may pursue both long- and short-term trades; it also discloses the use of private placements, micro‑cap stocks, structured products, and margin/short-selling for margin-approved accounts. Accounts are monitored continuously with at least annual formal reviews, and the firm has documented tax-lot selection procedures intended to prioritize tax-sensitive lot selection.
Distinctive for a firm of its size, RNB disclosed a regulatory enforcement action: on June 28, 2018 the Florida Office of Financial Regulation entered a Final Order finding deficiencies related to Form ADV accuracy, written supervisory procedures, advisory agreements, invoicing, net capital, custody/safekeeping, and a misleading website advertisement, resulting in a $9,000 administrative fine payable jointly with the firm’s principal. Prospective clients should note both that regulatory history and the firm’s explicit use of higher‑risk or less liquid instruments as features that differentiate it from many peers.
Client services
Expertise
Fee options
$0.00 - $5,000,000: 1.80% $5,000,001 - $10,000,000: 1.50% Over $10,000,000+: 0.75%
Account minimum: $1,000,000
Main office location
Rnb Wealth Management Group
North Miami Beach FL, United States
Number of offices
1
Most active in
Florida · North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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