Broker Check
About Us

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
  • Fair and transparent fees

* As of December 31, 2019

Learn more
Our Services

Our Services

  • Customized, Comprehensive Portfolio Management
  • Wealth Management
  • Financial Planning
  • 401(k) Retirement Plan Services
Learn more

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.
    Learn More

  • 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.
    Learn More

  • 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.
    Learn More

  • 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.
    Learn More

Helpful Content

Helpful Content

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

<p>Home Mortgage Deduction</p>

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.
Learn More

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."