SARASOTA, FLCRD 164524Latest ADV February 24, 2026
Rbf Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Sarasota, FL. Its latest Form ADV filing, dated February 24, 2026, reports $161M in regulatory assets under management, 3 employees, and 41 accounts.
Assets Under Management
$161M
Employees
3
Offices
--
Total Clients
18
Primary office
SARASOTA, FL
3800 S. TAMIAMI TRAIL, SUITE 327, SARASOTA, FL, United States
Top client segmentIndividuals represent 38.9% of total clients.
Top client categories% of clientsClients
1
Individuals
38.9%
7
2
Pension Plans
33.3%
6
3
HNWI
27.8%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$161Mas of February 24, 2026
Discretionary5.0%
$8M
5% of total RAUM5.0%
Non-discretionary95.0%
$153M
95% of total RAUM95.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$161M
Total Accounts41
10Y AUM Change+$53M (+50.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee6:1
10Y Employee Change0 (0.0%)
* 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.