{
  "crd_number": 164524,
  "slug": "rbf-capital-management-inc-sarasota-fl-164524",
  "primary_business_name": "RBF CAPITAL MANAGEMENT, INC.",
  "legal_name": "RBF CAPITAL MANAGEMENT, INC.",
  "dbas": [
    "RBF 401(K) PLAN ADVISORY SERVICES",
    "RBF CAPITAL MANAGEMENT AND RETIREMENT SOLUTIONS"
  ],
  "city": "Sarasota",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "35840",
  "metro": {
    "cbsa_code": "35840",
    "common_name": "North Port",
    "msa_name": "North Port-Bradenton-Sarasota, FL",
    "path": "/advisors/fl/north-port"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-06-14",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-02-24",
  "carried_forward": false,
  "raum_total": 160569912.0,
  "raum_discretionary": 7984873.0,
  "raum_non_discretionary": 152585039.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 2109873.0,
      "count": 7
    },
    "pension_profit_sharing": {
      "raum": 152585039.0,
      "count": 6
    },
    "high_net_worth_individuals": {
      "raum": 5875000.0,
      "count": 5
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NE",
    "TX"
  ],
  "websites": [
    "https://facebook.com/RBF.Capital.Management.Inc",
    "https://facebook.com/profile.php?id=100063546072583",
    "https://linkedin.com/company/rbf-capital-management-inc-?trk=similar-pages_result-card_full-click",
    "https://linkedin.com/in/rafal-baranski-cpfa-18ba228",
    "https://rbfcapitalmanagement.com",
    "https://rbfretirementsolutions.com",
    "https://twitter.com/rafalbaranski5?lang=en"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164524",
  "city_as_filed": "SARASOTA",
  "url": "https://advisorcensus.com/firm/rbf-capital-management-inc-sarasota-fl-164524",
  "display_name": "RBF Capital Management, Inc.",
  "summary": "RBF Capital Management, Inc. is an SEC-registered investment advisory firm in Sarasota, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.",
  "citation": "AdvisorCensus. RBF Capital Management, Inc. (CRD 164524): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is RBF Capital Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), RBF Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does RBF Capital Management, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated February 24, 2026 states: Asset-based fee: 0.2% to 1.5% a year (a range, as the brochure states it); Flat fee: $200 to $7,500 (creating client financial plans); Hourly rate: $200 to $950 an hour (these services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is RBF Capital Management, Inc. located?",
      "a": "RBF Capital Management, Inc.'s principal office is in Sarasota, FL, according to its Form ADV."
    },
    {
      "q": "Is RBF Capital Management, Inc. registered with the SEC or a state?",
      "a": "RBF Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 164524."
    },
    {
      "q": "How much does RBF Capital Management, Inc. manage?",
      "a": "RBF Capital Management, Inc. reports $160,569,912 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (5% discretionary)."
    },
    {
      "q": "How have RBF Capital Management, Inc.'s assets and staff changed since 2024?",
      "a": "In the Form ADV data for RBF Capital Management, Inc.: Regulatory assets under management: $107,071,947 in the October 2024 data and $160,569,912 in the October 2026 data, up 50%. Total employees: 3 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does RBF Capital Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7); pension and profit sharing plans (but not the plan participants or government pension plans) (6); high net worth individuals (5)."
    },
    {
      "q": "Which custodians does RBF Capital Management, Inc. use?",
      "a": "RBF Capital Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Matrix Trust Co as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does RBF Capital Management, Inc. 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/164524"
    },
    {
      "q": "Does RBF Capital Management, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 24, 2026 says: \"The minimum account value required to open an account is $250,000. This may be waived in the sole discretion of the advisor.\""
    },
    {
      "q": "What changed in RBF Capital Management, Inc.'s recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $138,083,504 to $160,569,912 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 107071947.0,
      "total_employees": 3,
      "filing_date": "2024-08-31"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 138083504.0,
      "total_employees": 3,
      "filing_date": "2025-07-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 160569912.0,
      "total_employees": 3,
      "filing_date": "2026-02-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $138,083,504 to $160,569,912 (+16%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Added the business name RBF 401(K) Plan Advisory Services."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.2% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $200 to $7,500 (creating client financial plans)",
      "Hourly rate: $200 to $950 an hour (these services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.2% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Advisory fees for Qualified and Non-Qualified Retirement plans range from 0.20% to 1.50% annually, which is detailed in the Investment Advisory or Plan Services Agreement."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The minimum account value required to open an account is $250,000. This may be waived in the sole discretion of the advisor."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $200 to $7,500 (creating client financial plans)"
        ],
        "quotes": [
          "The negotiated fixed rate for creating client financial plans is between $200 and $7500."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 to $950 an hour (these services)"
        ],
        "quotes": [
          "The negotiated hourly fee for these services is between $200 and $950."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.2,
        1.5
      ],
      "max_pct": null,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 200.0,
          "max": 7500.0,
          "period": "one_time",
          "service": "creating client financial plans"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 200.0,
          "max": 950.0,
          "period": "hour",
          "service": "these services"
        }
      ]
    },
    "quotes": [
      "Advisory fees for Qualified and Non-Qualified Retirement plans range from 0.20% to 1.50% annually, which is detailed in the Investment Advisory or Plan Services Agreement.",
      "The minimum account value required to open an account is $250,000. This may be waived in the sole discretion of the advisor.",
      "The negotiated fixed rate for creating client financial plans is between $200 and $7500.",
      "The negotiated hourly fee for these services is between $200 and $950."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Matrix Trust Co",
      "name_as_filed": "MATRIX TRUST CO",
      "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/rbf-capital-management-inc-sarasota-fl-164524.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 2109873.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 5,
      "fewer_than_5": false,
      "raum": 5875000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 152585039.0
    }
  ],
  "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/164524",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}