RB Capital Management
TL;DR
Reno boutique founded in 2000 with the largest local-independent client count in the market (648), and a published plain-English 1031 exchange explainer.
$931 million
Regulatory AUM
As of ADV filing 2026-10-02
1,534
Accounts / Clients
648 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
16
Team Size
employees, 14 advisory
23 yrs
Years Registered
First registered 2003
About RB Capital Management
Reno boutique founded in 2000 with the largest local-independent client count in the market (648), and a published plain-English 1031 exchange explainer.
Office: 5365 Reno Corporate Drive, Suite 200, Reno, NV 89511.
Best for: retirees who want a deep credential bench and a large local client base
Fee model and designations stated on the guide
CFP namedCFA namedCPA namedChFC named
Form ADV data
CRD125678
RegistrationSEC-registered
First registration2003
Regulatory AUM$931 million
ADV filing date2026-10-02
Accounts1,534
Clients648 clients
Employees16
Advisory employees14
Fee modelFee basis not stated in the wrap-program brochure
MinimumNot disclosed
Disclosure events (Item 11)0
DesignationsCFP, CFA, ChFC and CPA named in ADV 2A
Source: SEC Investment Adviser Public Disclosure, CRD 125678, as of ADV filing 2026-10-02, pulled October 10, 2026.
Ranked on ProCloser
- 11 Best Financial Advisors in Reno, Nevada (2026 Data): rank 4 of 11
- 8 Best DST and 1031 Exchange Advisors in Nevada (2026): rank 2 of 8
- 12 Best Wealth Management Firms in Reno for High Net Worth: rank 4 of 12
Client Reviews
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