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- Custodian
- Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-04-2000
- Office Locations
- 10
Office Locations
About RB Capital Management, LLC
RB Capital Management is a fiduciary advisor providing customized portfolio and wealth management strategies built around each client’s goals and risk tolerance. The firm emphasizes risk management—seeking protection, income, and diversification to enhance portfolio returns—with an attentive, high-touch service model and direct advisor access. Supports custody relationships including Charles Schwab and Pershing.
Reported data analysis
What the numbers show
Between September 16, 2025 and March 27, 2026, reported AUM increased 13.9%, from $817.2M to $930.6M.
Across 5 reported observations, AUM increased 41.9% between August 30, 2022 and March 27, 2026, from $655.8M to $930.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 14 advisory representatives and 648 clients, or 46.3 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 10 reported office locations and 26 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full RB Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROBERT WILLIAM BALLAN
Chief Investment Officer, Managing Member
- CRD
- #1536058
- Ownership
- 75% or more
SHAWN DEREK YOUNG
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #4793253
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JOHN PHILIP BANKOVITCH
--
- CRD
- #3230484
CARL HOWARD DEMARTINI
--
- CRD
- #1142547
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $930,603,372 | $606,651 |
| Non-Discretionary | $0 | -- |
| Total | $930,603,372 | $606,651 |
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Separately Managed Accounts
SMA allocation detail is available
RB Capital Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
RB Capital Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.