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).

Current Firm Details
5365 Reno Corporate Dr., Suite 200, Reno, NV 89511
https://www.linkedin.com/in/rob-ballan-5317699b
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 11 - 11 of 11 top financial advisors.
11
Steven Ocheltree, financial advisor Fresno CA
Steven A. Ocheltree
CRD#: 7259101
6435 N. Palm Avenue, Suite 101, Fresno, CA 93704

Steven Ocheltree (CRD# 7259101) is an Investment Advisor Representative working at Rb Capital Management, LLC in Fresno, CA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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