RB Capital Management

Wealth Managementrbcapitalmanagement.com

RB Capital Management is a Reno, Nevada-based SEC-registered boutique investment advisor managing over $900 million in assets, providing customized portfolio, wealth management, and financial planning services to high-net-worth individuals, business owners, and retirees across Nevada, California, Connecticut, and Colorado.

Company typePrivate
Founded2000
HeadquartersReno, United States
Headcount11–50
GTM typeB2C
OfferingServices

What RB Capital Management does

RB Capital Management, LLC is a privately held, SEC-Registered Investment Advisor founded in 2000 and headquartered in Reno, Nevada. The firm operates as a boutique asset manager with more than $900 million in Assets Under Management as of December 31, 2025, serving high-net-worth individuals, business owners, and pre-retirees/retirees across Nevada, California, Connecticut, and Colorado through eight office locations.

The firm's offering centers on customized comprehensive portfolio management executed via a disciplined 5-step methodology that integrates all client assets, supplemented by wealth management, financial planning, and 401(k) retirement plan services for plan sponsors. Its investment edge is articulated as a set of proprietary hedging strategies (including covered call writing) intended to manage downside while generating tax-efficient income, and the team holds CFA, CFP, CIMA, AIF, MBA, and MS-FAIM credentials with more than 200 years of combined investment experience. The technology footprint is a client portal powered by Orion Advisor for account access, alongside an operational advisor platform providing fintech tools, custodian choice, and marketing support to affiliated advisors. Independent advisory practices, including Crofton Capital Management and JS Wealth Planning, operate under the RB Capital umbrella, with securities offered through affiliated broker-dealers APW Capital and Arete Wealth Management.

Revenue is generated on a fee-based model tied to AUM, with annual fees billed quarterly and varying by portfolio size and strategy employed. The go-to-market combines direct, advisor-led sales through licensed investment advisors across its offices with a content-driven acquisition engine built around an active blog, quarterly market recaps, email newsletter, comprehensive resource center, and published client success stories. Distribution also includes a financial-advisor recruitment model that onboards like-minded advisors seeking an independent operating platform, with strategic partnerships such as an Ocheltree CPA referral relationship enabling coordinated tax and financial planning for shared clients.

RB Capital Management firmographics

Firmographics

Name: RB Capital Management
Legal name: RB Capital Management, LLC
Website: https://rbcapitalmanagement.com
Company type: Private
Founded year: 2000
Operating status: Operating
Headcount range: 11–50 employees
Short description: RB Capital Management is a Reno, Nevada-based SEC-registered boutique investment advisor managing over $900 million in assets, providing customized portfolio, wealth management, and financial planning services to high-net-worth individuals, business owners, and retirees across Nevada, California, Connecticut, and Colorado.
Ownership category
akta.pro rank

RB Capital Management industry classification

Industry

Product category: Wealth Management
NAICS: Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
SIC: Investment Advice (6282)
akta.pro primary industry: Discretionary Portfolio Management (Retail) (FSAAAAAH)
akta.pro secondary industry: Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

Portfolio management services
Wealth management advisory
Financial planning services
Retirement plan services
Investment advisory

Where RB Capital Management is headquartered

Location

Headquarters

HQ city: Reno
HQ country: United States
HQ region: North America

Offices8 records

Markets served

RB Capital Management business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

Assets Under Management (AUM) Fees: The firm earns revenue by charging fees based on Assets Under Management (AUM) to each client. The annual fee (billed quarterly) is dependent upon which investment strategies are used and the portfolio size. If client accounts grow, fees increase; if accounts decline, fees decrease accordingly. This fee-based approach aligns firm interests with client interests.

Pricing tiers

Model	Billing	Price
Subscription	Annual	AUM-based fee structure with portfolio size tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

RB Capital Management product offering

Product offering

Core offering

RB Capital Management is a boutique asset manager that delivers customized portfolio management, wealth management, and financial planning services to high-net-worth individuals, business owners, and retirees. The firm applies proprietary hedging strategies and a disciplined 5-step portfolio management approach to build tailored portfolios focused on capital protection, income generation, and diversification. It also offers 401(k) retirement plan services to plan sponsors and operates an independent advisor platform for recruited financial advisors.

Product overview

RB Capital Management is a boutique asset manager providing a unified wealth management platform consisting of customized portfolio management, wealth management, financial planning, and 401(k) retirement plan services. The core offering centers on customized investment portfolio construction using proprietary investment strategies with a disciplined 5-step approach. They also provide an advisor platform for like-minded financial advisors who benefit from an adaptable operational platform, fintech tool suite, and choice of custodians. A client portal powered by Orion Advisor provides online access to accounts.

Differentiator

Problem solved

Functional benefit

Products and services

Customized Portfolio Management
Wealth Management
Financial Planning
401(k) Retirement Plan Services

Quantifiable outcome

Portfolio restructuring generating additional income without incurring tax consequences
+2 more outcomes

Companies that use RB Capital Management

Customer profile

Named customers4 records

Segments4 records

Ideal customer profiles4 records

RB Capital Management technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Feature3 records

RB Capital Management partnerships and signals

Strategic signal

Partnerships

Five partnerships are on record, tiered strategic, core and minor.

Ocheltree CPAstrategicStrategic or Co-development PartnerSteve Ocheltree, CPA at Ocheltree CPA in Morro Bay, CA is listed as a Strategic Partner. Ocheltree CPA provides accounting services that complement RB Capital's financial advisory services, enabling coordinated financial planning and tax strategy for shared clients.
Crofton Capital ManagementcoreChannel Partner/ Reseller/ DistributorCrofton Capital Management is an independent advisory practice based in Walnut Creek, CA that operates as part of the RB Capital Management platform. Advisors Craig Frieders and John Mullen serve clients through this arrangement.
JS Wealth PlanningcoreChannel Partner/ Reseller/ DistributorJS Wealth Planning is an independent advisory practice based in Windsor, CA that operates as part of the RB Capital Management platform. Advisor Justin Sloan serves clients through this arrangement.
APW Capital, Inc.minorChannel Partner/ Reseller/ DistributorAPW Capital, Inc., Member FINRA/SIPC, based in Totowa, NJ is the securities broker through which certain RB Capital advisors (Gary DeMera, Willington Fong, John Marty, John Mullen, Craig Frieders) offer securities products.
Arete Wealth Management, LLCminorChannel Partner/ Reseller/ DistributorArete Wealth Management, LLC, Member FINRA/SIPC, based in Chicago, IL is the securities broker through which advisor John Bankovitch offers securities products.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

RB Capital Management competitors and assessment

Company assessment

Direct peers

Carson Group: Advisor-centric wealth management platform that recruits independent advisors and provides fintech, custody, and marketing support — directly comparable to RB Capital's advisor recruitment platform business model.
Sanctuary Wealth: Independent advisor platform partnering with established financial advisors seeking operational and technology support — analogous to RB Capital's turnkey offering to recruited advisor practices like Crofton Capital and JS Wealth Planning.
Mercer Advisors: National RIA offering comprehensive wealth management, financial planning, and retirement plan services to HNW households — directly comparable in services, client segment, and SEC-registered RIA positioning.
Edelman Financial Engines: Large SEC-registered RIA providing fee-based wealth management, financial planning, and 401(k) advisory services to individuals and businesses — directly overlapping RB Capital's full-service RIA offering.
Homrich Berg: Fee-only RIA providing comprehensive wealth management to HNW individuals and families across multiple offices — closely comparable in service mix, client segment, and multi-office boutique RIA positioning.
Buckingham Strategic Wealth: Fee-only RIA delivering customized portfolio management, financial planning, and tax-aware strategies to HNW clients — closely aligned with RB Capital's fiduciary, fee-based discretionary wealth management model.
Mariner Wealth Advisors: National wealth advisory firm providing customized portfolio and wealth management to HNW individuals and business owners via a multi-advisor platform — closely mirrors RB Capital's boutique RIA model at significantly larger scale.
Creative Planning: Fee-only RIA delivering comprehensive wealth management, financial planning, and retirement plan services to HNW clients — overlaps directly with RB Capital's core offerings across discretionary portfolio management and 401(k) services.

Broad incumbents

Focus Financial Partners: Leading RIA roll-up partnering with independent wealth management firms to provide operational and capital support — relevant benchmark for the advisor-recruitment-and-platform dynamic RB Capital pursues, though at vastly greater scale.
Cetera Financial Group: Large advisor-focused financial services firm offering advisor support, technology, and custody — comparable in the advisor-platform/recruiting dimension, though broader in scope than RB Capital's boutique RIA.

Market position

Strengths5 records

Weaknesses3 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

RB Capital Management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

RB Capital Management leadership team

Management profile

Number of profiles

Profiles9 records

RB Capital Management funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

RB Capital Management M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about RB Capital Management

What does RB Capital Management do?

Is RB Capital Management a public or private company?

RB Capital Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was RB Capital Management founded?

RB Capital Management was founded in 2000. It employs 11 to 50 people.

Where is RB Capital Management based?

RB Capital Management is headquartered in Reno, United States, in the North America region.

How does RB Capital Management make money?

One revenue line is on record: assets Under Management (AUM) Fees.

Who are RB Capital Management's main competitors?

Direct peers on record are Carson Group, Sanctuary Wealth, Mercer Advisors, Edelman Financial Engines, Homrich Berg, Buckingham Strategic Wealth, Mariner Wealth Advisors and Creative Planning. Broad incumbents are Focus Financial Partners and Cetera Financial Group.

Does RB Capital Management have an API?

No public API is recorded for RB Capital Management.

What industry is RB Capital Management in?

RB Capital Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAAAAH, Discretionary Portfolio Management (Retail), with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 52394 and its SIC code is 6282.