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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
Regulatory filings
Areas of specialty
- Portfolio Management
- Tax Efficiency
- Capital Preservation
- Retirement Plans
More about RB Capital Management
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 125678 | 11 |
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