RB Capital Management

  • Investment Bank/Securities Brokerage
  • Reno NV
  • 9 employees
  • Investment Management
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Company Overview

Headquarters
5365 Reno Corporate Dr Suite 200, Reno NV
Website
rbcapitalmanagement.com
Phone
(559) 432-6100
Employees
9
Founded in
2000
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 52 Companies
NAICS Code 52312 Companies
NAICS Code 523 Companies
NAICS Code 523120 Companies
NAICS Code 5231 Companies
SIC Code
SIC Code 62 Companies
SIC Code 621 Companies
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Financials & Stats

Revenue

$14B

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Who is RB Capital Management

RB Capital Management, LLC, is a fee-based investment advisor firm located in Reno, Nevada. Founded in 2000, the company employs 9 individuals and generates approximately $13.5 million in annual revenue. RB Capital Management specializes in hedged strategies and managed fixed-income portfolios, aiming to minimize risk and enhance portfolio returns. Their approach involves developing diversified and customized portfolios tailored to individual client needs. The firm's principal and founder, Rob Ballan, boasts over 30 years of investment expertise. Ballan oversees the firm's performance, advisor analysis, and portfolio management. His expertise lies in hedging equity portfolios and constructing bond portfolios that adapt to evolving economic conditions. RB Capital Management manages over $700 million in assets as of December 31, 2023, serving a diverse clientele including individuals, businesses, trusts, and foundations. Clients can connect with the firm through their website, rbcapitalmanagement.com.

RB Capital Management Industry Tags

Financial Planning
Investment Management
Retirement Planning
Portfolio Construction
Covered Call Writing
Hedging Strategies
Fixed Income
Mutual Funds
Investment Advisors
Client Services
Internet
Management Investment
Open-ended
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RB Capital Management Tech Stack

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Companies Similar to RB Capital Management

Analyze industry trends and opportunities by examining competitors and companies comparable to RB Capital Management, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in

Kennedy Capital Management Inc

 14M 61 Louis, MO 1980

Cambiar

 13M 52 Leuven, CO 1973

Efo Holdings

 13M 12 Dallas, TX

G2 Investment Group

 13M 13 New York City, NY 2008

Badgley Phelps and Bell Inc

 13M 41 Seattle, WA 1966
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FAQ

What is the location of RB Capital Management's headquarters?
The headquarters of RB Capital Management are situated at 5365 Reno Corporate Dr Suite 200, Reno NV
What is RB Capital Management's phone number?
RB Capital Management's contact number is (559) 432-6100.
What is RB Capital Management's official website?
The official website of RB Capital Management can be found at rbcapitalmanagement.com.
What is RB Capital Management's current revenue?
As of May 2020, RB Capital Management's annual revenue reached $14B.
How many employees does RB Capital Management currently have?
RB Capital Management employs approximately 9+ people as of May 2020
Which industries is RB Capital Management primarily operating in?
RB Capital Management operates in the following industries: Investment Management
What are RB Capital Management's industry tags?
RB Capital Management's industry tags include: Financial Planning, Investment Management, Retirement Planning
When was RB Capital Management founded?
RB Capital Management was founded in 2000.

Employee Directory

Key Employees

Charlie Packard

Business Development Sales Manager

Phone Email

Robert Leiphart

VP Financial Planning

Phone Email

Rob Ballan

CEO/Chief Investment Officer

Phone Email