Updated October 02, 2023
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RB Capital Management

Investment Advisor Firm
Total assets under management$628M
Years in business24+

About RB Capital Management

RB Capital Management, established in 2000, is a fee-based investment advisory firm renowned for its expertise in hedged strategies and managed fixed-income portfolios. Their core mission is to minimize risk and optimize portfolio returns through the development of diversified, tailored investment portfolios.

Rob Ballan, the principal and founder, brings over three decades of professional investment acumen to the firm. He oversees RB Capital Management, ensuring it maintains a sterling reputation for strategic equity hedging and adept bond portfolio creation. As of December 31, 2022, the firm manages assets exceeding $625 million, catering to individuals, businesses, trusts, and foundations.

With a commitment to delivering peace of mind, RB Capital Management crafts personalized portfolio and wealth management strategies. Their team boasts exceptional credentials, in-depth knowledge, and extensive experience, making them well-equipped to implement effective investment solutions.

Headquartered in Reno, Nevada, RB Capital Management operates as a boutique asset manager, with additional offices in California and Connecticut.

Pricing options

Monthly Fee
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Assets Under Management

Regulatory filings

Areas of specialty

  1. Portfolio Management
  2. Tax Efficiency
  3. Capital Preservation
  4. Retirement Plans

More about RB Capital Management

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
12567811

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