{
  "crd_number": 125678,
  "slug": "rb-capital-management-llc-reno-nv-125678",
  "primary_business_name": "RB CAPITAL MANAGEMENT, LLC",
  "legal_name": "RB CAPITAL MANAGEMENT, LLC",
  "dbas": [
    "JS WEALTH PLANNING"
  ],
  "city": "Reno",
  "state": "NV",
  "country": "United States",
  "cbsa_code": "39900",
  "metro": {
    "cbsa_code": "39900",
    "common_name": "Reno",
    "msa_name": "Reno, NV",
    "path": "/advisors/nv/reno"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2003-05-09",
  "years_registered": 23,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 930603372.0,
  "raum_discretionary": 930603372.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 16,
  "advisory_employees": 14,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 265623525.0,
      "count": 438
    },
    "state_municipal": {
      "raum": 622176.0,
      "count": null,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 49514700.0,
      "count": 12
    },
    "high_net_worth_individuals": {
      "raum": 613632834.0,
      "count": 198
    },
    "corporations_other_businesses": {
      "raum": 1210137.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "LA",
    "MA",
    "MT",
    "NC",
    "NH",
    "NV",
    "NY",
    "OR",
    "SC",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/rbcapital",
    "https://facebook.com/rob.leiphart",
    "https://instagram.com/myhybridretirement",
    "https://learn.robleiphart.com/rl-home",
    "https://linkedin.com/company/12893317",
    "https://linkedin.com/in/rleiphart",
    "https://linkedin.com/in/rob-ballan-5317699b",
    "https://myhybridretirement.com",
    "https://rbcapitalmanagement.com",
    "https://wealthvids.com/rleiphart",
    "https://youtube.com/playlist?list=PL98iP0xepHct_IF4pEYIfZBAVmAqQ0QPp"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/125678",
  "city_as_filed": "RENO",
  "url": "https://advisorcensus.com/firm/rb-capital-management-llc-reno-nv-125678",
  "display_name": "RB Capital Management, LLC",
  "summary": "RB Capital Management, LLC is an SEC-registered investment advisory firm in Reno, NV, registered since 2003, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. RB Capital Management, LLC (CRD 125678): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is RB Capital Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), RB Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is RB Capital Management, LLC located?",
      "a": "RB Capital Management, LLC's principal office is in Reno, NV, according to its Form ADV; the April 2026 filing also lists 9 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is RB Capital Management, LLC registered with the SEC or a state?",
      "a": "RB Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 125678."
    },
    {
      "q": "How much does RB Capital Management, LLC manage?",
      "a": "RB Capital Management, LLC reports $930,603,372 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have RB Capital Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for RB Capital Management, LLC: Regulatory assets under management: $534,913,259 in the October 2021 data and $930,603,372 in the October 2026 data, up 74%. Total employees: 11 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does RB Capital Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (438); high net worth individuals (198); pension and profit sharing plans (but not the plan participants or government pension plans) (12)."
    },
    {
      "q": "Which custodians does RB Capital Management, LLC use?",
      "a": "RB Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Pershing LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does RB Capital Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/125678"
    },
    {
      "q": "What changed in RB Capital Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 12 to 14. Regulatory assets under management went from $817,220,998 to $930,603,372 (+14%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 534913259.0,
      "total_employees": 11,
      "filing_date": "2021-04-12"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 655803975.0,
      "total_employees": 11,
      "filing_date": "2022-08-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 628339624.0,
      "total_employees": 14,
      "filing_date": "2023-08-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 717584687.0,
      "total_employees": 14,
      "filing_date": "2024-03-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 817220998.0,
      "total_employees": 15,
      "filing_date": "2025-04-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 930603372.0,
      "total_employees": 16,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 12 to 14.",
        "Regulatory assets under management went from $817,220,998 to $930,603,372 (+14%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/rb-capital-management-llc-reno-nv-125678.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 438,
      "fewer_than_5": false,
      "raum": 265623525.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 198,
      "fewer_than_5": false,
      "raum": 613632834.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 49514700.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 622176.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 1210137.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/125678",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}