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).
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Total Assets Under Management442MILLION
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Total Number of Accounts1,382ACCOUNTS
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Average Account Value$319,824
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CT, FL, MA, MT, NH, NV, TX, VT, WA
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.