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Rb Capital Management, LLC

● SEC registered since 2003CRD 125678SEC# 801-62043Reno, NV
Export (members)
Reg. AUM
$930.6M
Employees
16
Accounts
1,534
Location
Reno, NV

Rb Capital Management, LLC assets under management

Rb Capital Management, LLC operates as an SEC-registered investment adviser based in Reno, NV. The firm has been registered since 2003. It reports $930.6 million in regulatory assets under management and employs 16 people.

Rb Capital Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Robert William Ballan ControlManaging MemberOver 75%2000
Shawn Derek YoungChief Compliance Officer/Chief Operating OfficerUnder 5%2016

Frequently asked questions

How much does Rb Capital Management, LLC manage?

Rb Capital Management, LLC reports $930.6 million in regulatory assets under management on its Form ADV.

How many employees does Rb Capital Management, LLC have?

Rb Capital Management, LLC reports 16 employees.

Where is Rb Capital Management, LLC located?

Rb Capital Management, LLC is based in Reno, NV and has been SEC-registered since 2003.

Does Rb Capital Management, LLC disclose fund performance?

Rb Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5365 Reno Corporate Dr., Suite 200, Reno, NV 89511
Phone(775) 993-2900
Fax(775) 548-2089
Office hours6:30 a.m. To 4:30 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$930.6M▲ 14%
Mar '25 — $817.2MApr '25 — $817.2MMay '25 — $817.2MJun '25 — $817.2MJul '25 — $817.2MAug '25 — $817.2MSep '25 — $817.2MOct '25 — $817.2MNov '25 — $817.2MDec '25 — $817.2MJan '26 — $817.2MFeb '26 — $817.2MMar '26 — $930.6MApr '26 — $930.6MMay '26 — $930.6MJun '26 — $930.6M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers

Assets under management

$930.6Mregulatory AUM
Discretionary $930.6M