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- Custodian
- Capital Group ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-03-2009
- Office Locations
- 2
Office Locations
About RGB Capital Group
RGB Capital Group is a San Diego-based investment advisory focused on active management aimed at capital preservation and financial risk management. The firm provides portfolio management and financial planning and regularly hosts investor education events. Led by Robert Bernstein (Series 65; former CPA), President of the San Diego AAII chapter and a NAAIM board member; custodies include Fidelity/NFS and Capital Group.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT GEOFFREY BERNSTEIN
Investment Advisor, Managing Member
- CRD
- #5674019
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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RYAN CHARLES REDFERN
Chief Compliance Officer, Managing Member
- CRD
- #4169279
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,113,565 | -- |
| Non-Discretionary | $0 | -- |
| Total | $86,113,565 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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