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RB CAPITAL MANAGEMENT, LLC
CRD 125678 · SEC 801-62043
5365 RENO CORPORATE DR., SUITE 200, RENO, NV, 89511, United States
Phone
(775) 993-2900
Fax
(775) 548-2089
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$930.6M
Discretionary AUM
$930.6M
Team
16 total employees; 14 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 438 | $265.6M |
| High net worth individuals | 198 | $613.6M |
| Pension/profit sharing plans | 12 | $49.5M |
States served
AZ, CA, CO, LA, MA, MT, NV, NY, NC, OR, SC, WA, TX, NH, CT, FL
All web addresses on file
- https://www.facebook.com/rbcapital
- https://learn.robleiphart.com/rl-home
- https://www.linkedin.com/company/12893317
- http://www.rbcapitalmanagement.com
- https://www.linkedin.com/in/rob-ballan-5317699b
- https://www.linkedin.com/in/rleiphart
- https://www.facebook.com/rob.leiphart
- https://www.myhybridretirement.com
- https://www.instagram.com/myhybridretirement/
- https://www.youtube.com/playlist?list=PL98iP0xepHct_IF4pEYIfZBAVmAqQ0QPp
- https://wealthvids.com/rleiphart
Official SEC filing: View on IAPD