Rbi Capital Management, LLC

Rbi Capital Management, LLC (CRD# 155230) is a financial advisory firm headquartered in Lafayette, CA. They manage $32,826,108 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $16,413,054
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

CA

Financial Advisors at Rbi Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Barry E. Tague
CRD#: 2109132
One Market, Spear Street, 37th Floor, San Francisco, CA 94105
96
Wealthminder
score

Barry Tague (CRD# 2109132) is an Investment Advisor Representative working at Rbi Capital Management, LLC in San Francisco, CA and has over 25 years of experience in the finance industry.

2
James D. Stehr
CRD#: 2056403
3717 Mt. Diablo Blvd., Suite 220, Lafayette, CA 94549
93
Wealthminder
score

James Stehr (CRD# 2056403) is an Investment Advisor Representative working at Rbi Capital Management, LLC in Lafayette, CA and has over 26 years of experience in the finance industry.

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