Broker Check

About Us

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

* As of December 31, 2019

Learn more

Our Services

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

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.
    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

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

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.
Learn More

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
Learn More

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.
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."

Let's Start A Conversation

Name
Email
Phone
Message
Thank you!
Oops!