
RB Capital Management
RB Capital Management, LLC is a fee-based, SEC-registered investment advisory firm founded in 2000 and headquartered in Reno, Nevada, with additional offices in California and Connecticut. The firm specializes in constructing customized, diversified portfolios using hedged strategies and managed fixed-income investments to minimize risk and enhance returns. Led by founder and Chief Investment Officer Rob Ballan, who brings over 30 years of investment experience, RB Capital Management oversees more than $800 million in assets under management as of December 31, 2024. Their services include comprehensive financial planning, wealth management, and 401(k) retirement plan consulting, with a client-centric approach that emphasizes fiduciary responsibility and transparent, fair fees. The firm caters to individuals, businesses, and institutions across multiple states, offering tailored solutions to meet each client’s unique financial goals .