Rb Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Reno, NV. Its latest Form ADV filing, dated March 27, 2026, reports $931M in regulatory assets under management, 16 employees, 11 offices, and 1,534 accounts.
Assets Under Management
$931M
Employees
16
Offices
11 offices
Total Clients
648
Primary office
RENO, NV
5365 RENO CORPORATE DR., SUITE 200, RENO, NV, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.6% of total clients.
Top client categories% of clientsClients
1
Individuals
67.6%
438
2
HNWI
30.6%
198
3
Pension Plans
1.9%
12
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$931Mas of March 27, 2026
Discretionary100.0%
$931M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$931M
Total Accounts1,534
10Y AUM Change+$489M (+110.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee41:1
10Y Employee Change+3 (+23.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.