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- Custodian
- Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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