Rb Capital Management, LLC
Assets Under Management
$817.2M
Number of Clients
614
Number of Advisors
14
Average Client AUM
$1.3M
AUM per Advisor
$58.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
RB Capital Management LLC is a fee-based investment advisor specializing in hedged strategies and managed fixed-income portfolios. They aim to maximize returns while limiting risk through diversified, personalized portfolios. Asset allocation, diversification, and due diligence are core practices. Financial planning services are included.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiable in certain limited circumstances.
Fee Estimator
Investment management fees are calculated as a percentage of assets under management and billed quarterly. There are different fee schedules for long equities, fixed income, and hedging strategies. Financial planning is included in these fees. For clients who only want financial planning, the hourly rate is $250. Fees may be negotiable in certain limited circumstances. There is no stated minimum account size.
Areas of Practice
Location
5365 Reno Corporate Dr., Suite 200, Reno, NV, 89511