Rb Capital Management, LLC

Rb Capital Management, LLC (CRD# 125678) is a financial advisory firm headquartered in Reno, NV. They manage $655,803,975 in 1,008 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    656
    MILLION
  • Total Number of Accounts
    1,008
    ACCOUNTS
  • Average Account Value
    $650,599
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, LA, MA, MT, NH, NV, NY, SC, TX

Financial Advisors at Rb Capital Management, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Robert W. Ballan
CRD#: 1536058
5365 Reno Corporate Dr, Suite 200, Reno, NV 89511

Robert Ballan (CRD# 1536058) is an Investment Advisor Representative working at Rb Capital Management, LLC in Reno, NV and has over 34 years of experience in the finance industry.

2
Gary S. Demera
CRD#: 2995472
345 Lorton Avenue, Suite 302, Burlingame, CA 94010

Gary Demera (CRD# 2995472) is an Investment Advisor Representative working at Rb Capital Management, LLC in Burlingame, CA and has over 23 years of experience in the finance industry.

3
Jonathan P. Donahue
CRD#: 2434317
5365 Reno Corporate Dr, Suite 200, Reno, NV 89511

Jonathan Donahue (CRD# 2434317) is an Investment Advisor Representative working at Rb Capital Management, LLC in Reno, NV and has over 4 years of experience in the finance industry.

4
Willington T. Fong
CRD#: 4034105
345 Lorton Avenue, Suite 302, Burlingame, CA 94010

Willington Fong (CRD# 4034105) is an Investment Advisor Representative working at Rb Capital Management, LLC in Burlingame, CA and has over 20 years of experience in the finance industry.

5
Craig C. Frieders
CRD#: 2817574
1615 Bonanza Street, Suite 403, Walnut Creek, CA 94596

Craig Frieders (CRD# 2817574) is an Investment Advisor Representative working at Rb Capital Management, LLC in Walnut Creek, CA and has over 24 years of experience in the finance industry.

6
Robert J. Leiphart
CRD#: 4141443
4 Corporate Drive, Suite 482, Shelton, CT 06484

Robert Leiphart (CRD# 4141443) is an Investment Advisor Representative working at Rb Capital Management, LLC in Shelton, CT and has over 21 years of experience in the finance industry. Robert Leiphart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
John E. Marty
CRD#: 2822873
345 Lorton Avenue, Suite 302, Burlingame, CA 94011

John Marty (CRD# 2822873) is an Investment Advisor Representative working at Rb Capital Management, LLC in Burlingame, CA and has over 25 years of experience in the finance industry.

8
John G. Mullen
CRD#: 6180845
1615 Bonanza Street, Suite 403, Walnut Creek, CA 94596

John Mullen (CRD# 6180845) is an Investment Advisor Representative working at Rb Capital Management, LLC in Walnut Creek, CA and has over 8 years of experience in the finance industry.

9
Justin M. Sloan
CRD#: 5661286
Windsor, CA

Justin Sloan (CRD# 5661286) is an Investment Advisor Representative working at Rb Capital Management, LLC in Windsor, CA and has over 12 years of experience in the finance industry. Justin Sloan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Shawn D. Young
CRD#: 4793253
6435 N. Palm Avenue, Suite 101, Fresno, CA 93704

Shawn Young (CRD# 4793253) is an Investment Advisor Representative working at Rb Capital Management, LLC in Fresno, CA and has over 17 years of experience in the finance industry.

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