Rb Capital Management, LLC

Rb Capital Management, LLC (CRD# 125678) is a financial advisory firm headquartered in Reno, NV. They manage $717,584,687 in 1,335 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    718
    MILLION
  • Total Number of Accounts
    1,335
    ACCOUNTS
  • Average Account Value
    $537,517
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
The map below shows states where this firm has explicit registration only.

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

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 36 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 25 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 6 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 21 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 26 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 23 years of experience in the finance industry.

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 27 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 9 years of experience in the finance industry.

9
Justin M. Sloan
CRD#: 5661286
9240 Old Redwood Hwy., Suite 248, Windsor, CA 95452

Justin Sloan (CRD# 5661286) is an Investment Advisor Representative working at Rb Capital Management, LLC in Windsor, CA and has over 14 years of experience in the finance industry.

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 19 years of experience in the finance industry.

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