RB Capital Management, LLC is a boutique, SEC-registered investment advisory firm headquartered in Reno, Nevada, with additional offices in California and Connecticut. Founded in 2000 by Rob Ballan, the firm manages over $800 million in assets as of December 31, 2024, offering customized portfolio and wealth management strategies aimed at minimizing risk and enhancing returns. Their services include comprehensive portfolio management, financial planning, and 401(k) retirement plan services, utilizing proprietary investment strategies tailored to each client’s unique needs, goals, and risk tolerance. RB Capital Management emphasizes a client-centric approach, acting as fiduciaries to ensure that clients’ best interests are always the top priority. The firm’s experienced advisors are committed to delivering personalized financial solutions designed to provide clients with peace of mind throughout their financial journey.