{
  "crd_number": 318967,
  "slug": "rb-investment-management-inc-little-suamico-wi-318967",
  "primary_business_name": "RB INVESTMENT MANAGEMENT INC.",
  "legal_name": "RB INVESTMENT MANAGEMENT INC.",
  "dbas": [],
  "city": "Little Suamico",
  "state": "WI",
  "country": "United States",
  "cbsa_code": "24580",
  "metro": {
    "cbsa_code": "24580",
    "common_name": "Green Bay",
    "msa_name": "Green Bay, WI",
    "path": "/advisors/wi/green-bay"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2022-08-17",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 12305775.0,
  "raum_discretionary": 12305775.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 5699818.0,
      "count": 16
    },
    "high_net_worth_individuals": {
      "raum": 6605957.0,
      "count": 8
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "LA",
    "WI"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318967",
  "disclosure_items": [
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "LITTLE SUAMICO",
  "url": "https://advisorcensus.com/firm/rb-investment-management-inc-little-suamico-wi-318967",
  "display_name": "RB Investment Management Inc.",
  "summary": "RB Investment Management Inc. is a state-registered investment advisory firm in Little Suamico, WI, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. RB Investment Management Inc. (CRD 318967): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-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"
  ],
  "quick_answers": [
    {
      "q": "How is RB Investment Management Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), RB Investment Management Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is RB Investment Management Inc. located?",
      "a": "RB Investment Management Inc.'s principal office is in Little Suamico, WI, according to its Form ADV."
    },
    {
      "q": "Is RB Investment Management Inc. registered with the SEC or a state?",
      "a": "RB Investment Management Inc. is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318967."
    },
    {
      "q": "How much does RB Investment Management Inc. manage?",
      "a": "RB Investment Management Inc. reports $12,305,775 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does RB Investment Management Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); high net worth individuals (8)."
    },
    {
      "q": "Does RB Investment Management Inc. report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/318967"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/rb-investment-management-inc-little-suamico-wi-318967.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 16,
      "fewer_than_5": false,
      "raum": 5699818.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 8,
      "fewer_than_5": false,
      "raum": 6605957.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/318967",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}