RB Capital Management, LLC

Overview

RB Capital Management, LLC is an SEC registered investment adviser based in Reno, NV, registered since 2003. It reports $931M in assets under management across 1,534 accounts, with 16 employees. It has 14 investment adviser representatives.

Reported AUM

$931M

Discretionary

100%

Accounts

1,534

Average account

$607K

Employees

16

Advisory reps

14

Registered since

2003

Jurisdictions

16

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Robert William Ballan Managing Member CRD 1536058
• Shawn Derek Young Chief Compliance Officer, Chief Operating Officer CRD 4793253

Advisory reps 3 of 14

• Robert William Ballan Investment Adviser Rep CRD 1536058
• John Philip Bankovitch Registered Rep · Investment Adviser Rep CRD 3230484
• Carl Howard Demartini Investment Adviser Rep CRD 1142547

11 more advisory reps, with emails, phones and branch locations

Location

Headquarters

5365 Reno Corporate Dr Ste 200
Reno, NV 89511

County

Washoe

Metro area

Reno, NV

Region

West

Registrations

• SEC registered
• Registered in 16 jurisdictions
• Website: learn.robleiphart.com/rl-home

Every state, with registration dates

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