Broker Check

About Us

  • SEC-Registered Investment Adviser
  • More than $400 million in firm Assets Under Management (AUM)*
  • Focused on minimizing risk and enhancing returns with proprietary investment strategies
  • Firm-wide client-centric service culture; history of client retention and multi-generational relationships
  • Fair and transparent fees

* As of December 31, 2019

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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 portfolio and wealth management strategies customized to provide you with 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

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

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
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If you died, what would happen to your email archives, social profiles and online accounts?
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The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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