# REB Capital Management, LLC

> REB Capital Management, LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 29, 2026.

- CRD: 301890
- Filed as: REB CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: May 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301890
- AdvisorCensus page: https://advisorcensus.com/firm/reb-capital-management-llc-dallas-tx-301890

## Quick answers

**How is REB Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), REB Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is REB Capital Management, LLC located?**
REB Capital Management, LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is REB Capital Management, LLC registered with the SEC or a state?**
REB Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 301890.

**How much does REB Capital Management, LLC manage?**
REB Capital Management, LLC reports $224,460,616 in regulatory assets under management in its Form ADV filing dated May 29, 2026 (100% discretionary).

**How have REB Capital Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for REB Capital Management, LLC: Regulatory assets under management: $174,498,178 in the October 2024 data and $224,460,616 in the October 2026 data, up 29%. Total employees: 4 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does REB Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1); charitable organizations (1).

**Which custodians does REB Capital Management, LLC use?**
REB Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon Securities Corporation as a custodian holding 10% or more of its separately managed account assets.

**Does REB 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/301890

**What changed in REB Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $179,311,711 to $224,460,616 (+25%). No longer lists an office in New York, NY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon Securities Corporation

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: $224,460,616
- Discretionary: $224,460,616
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $131,516,606 |
| Charitable organizations | 1 | $92,944,010 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rebcm.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $174,498,178 | 4 | March 18, 2024 |
| October 2025 | $179,311,711 | 4 | February 24, 2025 |
| October 2026 | $224,460,616 | 4 | May 29, 2026 |

Regulatory assets under management: $174,498,178 in the October 2024 data and $224,460,616 in the October 2026 data, up 29%.
Total employees: 4 in October 2024 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $179,311,711 to $224,460,616 (+25%).
- No longer lists an office in New York, NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. REB Capital Management, LLC (CRD 301890): Form ADV filing data as of October 2026.