Rb Capital Management, LLC

Rb Capital Management, LLC (CRD# 125678) is a financial advisory firm headquartered in Fresno, CA. They manage $441,996,158 in 1,382 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    442
    MILLION
  • Total Number of Accounts
    1,382
    ACCOUNTS
  • Average Account Value
    $319,824
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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, MA, MT, NH, NV, TX, VT, WA

Financial Advisors at Rb Capital Management, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Derek J. Elrod
CRD#: 4793202
986 W. Alluvial Avenue, Suite 101, Fresno, CA 93711
96
Wealthminder
score

Derek Elrod (CRD# 4793202) is an Investment Advisor Representative working at Rb Capital Management, LLC in Fresno, CA and has over 13 years of experience in the finance industry. Derek Elrod 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.

2
Kevin C. Hook
CRD#: 4439944
986 W. Alluvial Avenue, Suite 101, Fresno, CA 93711
96
Wealthminder
score

Kevin Hook (CRD# 4439944) is an Investment Advisor Representative working at Rb Capital Management, LLC in Fresno, CA and has over 16 years of experience in the finance industry. Kevin Hook 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.

3
Robert J. Leiphart
CRD#: 4141443
4 Research Drive, Suite 402, Shelton, CT 06484
96
Wealthminder
score

Robert Leiphart (CRD# 4141443) is an Investment Advisor Representative working at Rb Capital Management, LLC in Shelton, CT and has over 17 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.

4
Robert W. Ballan
CRD#: 1536058
880 Northwood Avenue, Incline Village, NV 89451
93
Wealthminder
score

Robert Ballan (CRD# 1536058) is an Investment Advisor Representative working at Rb Capital Management, LLC in Incline Village, NV and has over 30 years of experience in the finance industry.

5
Joshua A. Carpenter
CRD#: 4194303
986 W. Alluvial Avenue, Suite 101, Fresno, CA 93711
93
Wealthminder
score

Joshua Carpenter (CRD# 4194303) 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.

6
Shawn D. Young
CRD#: 4793253
986 W. Alluvial, Suite 101, Fresno, CA 93711
93
Wealthminder
score

Shawn Young (CRD# 4793253) is an Investment Advisor Representative working at Rb Capital Management, LLC in Fresno, CA and has over 13 years of experience in the finance industry.

7
Daniel A. Barnes
CRD#: 5143840
985 Moraga Road, Suite 205, Lafayette, CA 94549
90
Wealthminder
score

Daniel Barnes (CRD# 5143840) is an Investment Advisor Representative working at Rb Capital Management, LLC in Lafayette, CA and has 1 year of experience in the finance industry.

8
John G. Mullen
CRD#: 6180845
1615 Bonanza Street, Suite 403, Walnut Creek, CA 94596
90
Wealthminder
score

John Mullen (CRD# 6180845) is an Investment Advisor Representative working at Rb Capital Management, LLC in Walnut Creek, CA and has over 4 years of experience in the finance industry.

9
Jonathan P. Donahue
CRD#: 2434317
880 Northwood Boulevard, #5, Incline Village, NV 89451
87
Wealthminder
score

Jonathan Donahue (CRD# 2434317) is an Investment Advisor Representative working at Rb Capital Management, LLC in Incline Village, NV and has 1 year of experience in the finance industry.

10
Craig C. Frieders
CRD#: 2817574
1615 Bonanza Street, Suite 403, Walnut Creek, CA 94596
83
Wealthminder
score

Craig Frieders (CRD# 2817574) is an Investment Advisor Representative working at Rb Capital Management, LLC in Walnut Creek, CA and has over 20 years of experience in the finance industry.

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