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RB CAPITAL MANAGEMENT, LLC
CRD 125678File 801-62043
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 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 type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.2M |
| High net worth individuals | 198 | $613.6M |
| Pension and profit sharing plans | 12 | $49.5M |
| State or municipal government entities | Fewer than 5 | $622K |
| Individuals (other than high net worth individuals) | 438 | $265.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 16 | increased by1 |
| Apr 1, 2026 | Clients | 614 | 648 | increased by34 |
| Apr 1, 2026 | AUM | $817,220,998 | $930,603,372 | increased by$113,382,374 |
| Apr 1, 2026 | Accounts | 1,382 | 1,534 | increased by152 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 15 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 475 | 614 | increased by139 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $655,803,975 | $817,220,998 | increased by$161,417,023 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,008 | 1,382 | increased by374 |
| Mar 1, 2022 | Clients | 461 | 475 | increased by14 |
| Mar 1, 2022 | AUM | $534,913,259 | $655,803,975 | increased by$120,890,716 |
| Mar 1, 2022 | Accounts | 902 | 1,008 | increased by106 |
| May 1, 2021 | Clients | 462 | 461 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RB CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RB CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.