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About Us

About Us

  • SEC-Registered Investment Adviser
  • More than $700 million in firm Assets Under Management (AUM)*
  • Focused on minimizing risk and enhancing returns with proprietary investment strategies
  • Firm-wide client-centric service culture
  • Fair and transparent fees

* As of December 31, 2023

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Our Services

Our Services

  • Customized, Comprehensive Portfolio Management
  • Wealth Management
  • Financial Planning
  • 401(k) Retirement Plan Services
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CULTIVATED FOR YOU


RB Capital Management provides customized portfolio and wealth management strategies with the goal of offering you peace of mind.

A team with the credentials, depth of knowledge, and breadth of experience to implement investment solutions for you.

Founded in 2000, we are a boutique asset manager headquartered in Reno, Nevada, with offices also in California and Connecticut.

Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

  • TRUSTED ADVICE

    RB Capital Management’s experienced investment advisors spend time to fully understand your situation to learn what matters most to you. As a fiduciary advisor, we are legally obligated to always act in your best interests.
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  • CUSTOMIZED PORTFOLIOS

    RB Capital Management constructs portfolios based on a clients’ unique needs, goals and risk tolerance. Every portfolio is tailored around your comfort level to meet expectations.
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  • ADVISORS ACCESS

    RB Capital Management focuses on attentive, high-quality service. Always know that your financial plan is in the hands of an experienced advisor who places your best interests first.
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  • DESIRED OUTCOMES

    RB Capital Management is committed to delivering the types of financial outcomes you hope to achieve: Have the money you need when you need it.
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Helpful Content

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

What It Takes to Become an Accredited Investor

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
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Why Regular Rebalancing Makes Sense

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.
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Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.
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Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.