# RB Capital Management, LLC

> 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.

- CRD: 125678
- Filed as: RB CAPITAL MANAGEMENT, LLC
- Also doing business as: JS WEALTH PLANNING
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Reno, NV
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/125678
- AdvisorCensus page: https://advisorcensus.com/firm/rb-capital-management-llc-reno-nv-125678

## Quick answers

**How is RB Capital Management, LLC compensated?**
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).

**Where is RB Capital Management, LLC located?**
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).

**Is RB Capital Management, LLC registered with the SEC or a state?**
RB Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 125678.

**How much does RB Capital Management, LLC manage?**
RB Capital Management, LLC reports $930,603,372 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have RB Capital Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does RB Capital Management, LLC serve?**
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).

**Which custodians does RB Capital Management, LLC use?**
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.

**Does RB Capital Management, LLC report any disciplinary disclosures?**
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

**What changed in RB Capital Management, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $930,603,372
- Discretionary: $930,603,372
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 438 | $265,623,525 |
| High net worth individuals | 198 | $613,632,834 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $49,514,700 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $622,176 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,210,137 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2003 (23 years)
- Employees: 16 total, 14 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, CT, FL, LA, MA, MT, NC, NH, NV, NY, OR, SC, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Burlingame, CA
- Fresno, CA
- Incline Village, NV
- Morro Bay, CA
- San Francisco, CA
- Shelton, CT
- Walnut Creek, CA
- Wilton, CT
- Windsor, CA

### Websites listed on Form ADV (Item 1.I)
- learn.robleiphart.com/rl-home
- myhybridretirement.com
- rbcapitalmanagement.com
- wealthvids.com/rleiphart
- Facebook @rbcapital
- Facebook @rob.leiphart
- Instagram @myhybridretirement
- LinkedIn @12893317
- LinkedIn @rleiphart
- LinkedIn @rob-ballan-5317699b
- YouTube @playlist

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $534,913,259 | 11 | April 12, 2021 |
| October 2022 | $655,803,975 | 11 | August 30, 2022 |
| October 2023 | $628,339,624 | 14 | August 3, 2023 |
| October 2024 | $717,584,687 | 14 | March 21, 2024 |
| October 2025 | $817,220,998 | 15 | April 30, 2025 |
| October 2026 | $930,603,372 | 16 | March 27, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 12 to 14.
- Regulatory assets under management went from $817,220,998 to $930,603,372 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RB Capital Management, LLC (CRD 125678): Form ADV filing data as of October 2026.