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RB CAPITAL MANAGEMENT, LLC

CRD 125678File 801-62043
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$930.6M
Above cohort median (national)
Discretionary AUM
$930.6M
Clients
648
1,534 accounts
Employees
16
Top 25% of cohort in NV

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
May 9, 2003
Principal office
5365 RENO CORPORATE DR., SUITE 200, RENO, NV, 89511
Phone
(775) 993-2900

Assets & accounts

ADV Item 5F
Total regulatory AUM
$930.6M
Discretionary AUM
$930.6M
Non-discretionary AUM
$0
Discretionary accounts
1,534
Non-discretionary accounts
0
Total accounts
1,534
AUM per client
$1.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$1.2M
High net worth individuals198$613.6M
Pension and profit sharing plans12$49.5M
State or municipal government entitiesFewer than 5$622K
Individuals (other than high net worth individuals)438$265.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for other
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.