Rlb Financial LLC
● SEC registered since 2023CRD 151778SEC# 801-128918Springfield, MO
Reg. AUM
$173.6M
Employees
4
Accounts
609
Location
Springfield, MO
Rlb Financial LLC assets under management
Rlb Financial LLC operates as an SEC-registered investment adviser based in Springfield, MO. The firm has been registered since 2023. It reports $173.6 million in regulatory assets under management and employs 4 people.
Rlb Financial LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Lee Baltzell Control | Managing Member/Cco | Over 75% | 2009 |
Frequently asked questions
How much does Rlb Financial LLC manage?
Rlb Financial LLC reports $173.6 million in regulatory assets under management on its Form ADV.
How many employees does Rlb Financial LLC have?
Rlb Financial LLC reports 4 employees.
Where is Rlb Financial LLC located?
Rlb Financial LLC is based in Springfield, MO and has been SEC-registered since 2023.
Does Rlb Financial LLC disclose fund performance?
Rlb Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2530 S. Campbell, Suite I, #130, Springfield, MO 65807 |
| Phone | 866-686-8097 |
| Fax | 888-400-0019 |
| Office hours | 8:30 - 5:30 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$173.6M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$173.6Mregulatory AUM
Discretionary $173.6M