Sb Capital Management, Inc.

Sb Capital Management, Inc. (CRD# 126826) is a financial advisory firm headquartered in Encino, CA. They manage $542,358,835 in 848 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    542
    MILLION
  • Total Number of Accounts
    848
    ACCOUNTS
  • Average Account Value
    $639,574
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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 Sb Capital Management, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Matthew A. Burke
CRD#: 3241142
6345 Balboa Boulevard, Building 4 , Suite 375, Encino, CA 91316
93
Wealthminder
score

Matthew Burke (CRD# 3241142) is an Investment Advisor Representative working at Sb Capital Management, Inc. in Encino, CA and has over 17 years of experience in the finance industry.

2
David M. Butler
CRD#: 5286815
6345 Balboa Blvd., Bldg. 4, Suite 375, Encino, CA 91316
93
Wealthminder
score

David Butler (CRD# 5286815) is an Investment Advisor Representative working at Sb Capital Management, Inc. in Encino, CA and has over 9 years of experience in the finance industry.

3
Stephanie N. Connor
CRD#: 5272719
6345 Balboa Blvd., Bldg. 4, Suite 375, Encino, CA 91316
93
Wealthminder
score

Stephanie Connor (CRD# 5272719) is an Investment Advisor Representative working at Sb Capital Management, Inc. in Encino, CA and has over 9 years of experience in the finance industry.

4
Amitha K. Harichandran
CRD#: 5295331
6345 Balboa Blvd.,building 4, Suite 375, Encino, CA 91316
93
Wealthminder
score

Amitha Harichandran (CRD# 5295331) is an Investment Advisor Representative working at Sb Capital Management, Inc. in Encino, CA and has over 8 years of experience in the finance industry.

5
Richard S. Singer
CRD#: 4686283
6345 Balboa Blvd., Building 4, Suite 375, Encino, CA 91316
93
Wealthminder
score

Richard Singer (CRD# 4686283) is an Investment Advisor Representative working at Sb Capital Management, Inc. in Encino, CA and has over 13 years of experience in the finance industry.

6
Sandy M. Singer
CRD#: 4263817
6345 Balboa Blvd., Building 4, Suite 375 , Encino, CA 91316
93
Wealthminder
score

Sandy Singer (CRD# 4263817) is an Investment Advisor Representative working at Sb Capital Management, Inc. in Encino, CA and has over 13 years of experience in the finance industry.

7
Aaron W. Zimmer
CRD#: 3167238
6345 Balboa Boulevard, Building 4, Suite 375, Encino, CA 91316
93
Wealthminder
score

Aaron Zimmer (CRD# 3167238) is an Investment Advisor Representative working at Sb Capital Management, Inc. in Encino, CA and has over 17 years of experience in the finance industry.

8
Bemelda Bragado
CRD#: 2594567
6345 Balboa Blvd.,building 4, Suite 375, Encino, CA 91316
87
Wealthminder
score

Bemelda Bragado (CRD# 2594567) is an Investment Advisor Representative working at Sb Capital Management, Inc. in Encino, CA and has 1 year of experience in the finance industry.

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