Since 2000, RB Capital Management, LLC has been a fee-based investment advisor firm specializing in hedged strategies and managed fixed-income portfolios. Our focus is on minimizing risk and enhancing portfolio returns by developing diversified and customized portfolios. The firm is led by principal and founder Rob Ballan who brings 30+ years of professional investment expertise. Rob is responsible for the overall performance of RB Capital Management, LLC, and the analysis and oversight of the firm’s advisors. He has built a reputation as an astute strategist skilled in hedging equity portfolios and creating bond portfolios to meet changing economic conditions. Our current assets under management total more than $700 million as of December 31, 2023. This includes portfolios for individuals, businesses, trusts, and foundations.
View Top Employees from RB Capital Management, LLC| Website | https://www.rbcapitalmanagement.com/ |
| Revenue | $13 million |
| Employees | 10 (10 on RocketReach) |
| Founded | 2000 |
| Address | 5365 Reno Corporate Dr Suite 200, Reno, Nevada 89511, US |
| Phone | (559) 432-6100 |
| Fax | (559) 432-6110 |
| Technologies |
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| Industry | Investment Management, Finance General, Financial Planning, Finance, Retirement Planning, Portfolio Construction, Covered Call Writing, Hedging Strategies, Fixed Income, Mutual Funds, Investment Advisors, Client Services |
| Web Rank | 13 Million |
| Keywords | Rb Capital Management |
| SIC | SIC Code 62 Companies, SIC Code 621 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 52312 Companies, NAICS Code 523 Companies, NAICS Code 5231 Companies, NAICS Code 523120 Companies |
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RB Capital Management, LLC Questions
The RB Capital Management, LLC annual revenue was $13 million in 2024.
Rob Ballan is the Chief Investment Officer of RB Capital Management, LLC.
10 people are employed at RB Capital Management, LLC.
RB Capital Management, LLC is based in Reno, Nevada.
The NAICS codes for RB Capital Management, LLC are [52, 52312, 523, 5231, 523120].
The SIC codes for RB Capital Management, LLC are [62, 621].
Top RB Capital Management, LLC Employees
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Robert Leiphart
Vice President Financial Planning at RB Capital Management, LLC
Shelton, Connecticut, United States5+5 -
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