Insights

Scale opportunity Target RB Capital Management for advisory services expansion due to growing assets under management exceeding $900 million and a focus on hedged strategies and fixed-income portfolios, suggesting a demand for enhanced risk management and diversification solutions.

Strategic leadership Engage with founder Rob Ballan leveraging his 30+ years of experience to discuss institutional-grade investment strategies, performance analytics, and customized portfolio construction as differentiators for client acquisition.

Tech-enabled ops Leverage RB Capital Management’s tech stack (AWS, Office 365, Datadog, OneTrust, Calendly, WordPress) to propose integrated compliance, client onboarding automation, and performance reporting enhancements that can streamline scalability.

Targeted investments Explore opportunities around their recent and historical equity and fixed-income stakes (e.g., Cboe Global Markets, Sun Communities, Taubman Centers) to present_category aligned product solutions, hedging tools, and tailored allocation strategies.

Growth readiness Position offerings that support growth and risk-adjusted returns for smaller teams (2–10 employees) by highlighting scalable, fee-based advisory services, operational efficiency, and differentiated research capabilities.

Similar companies to RB Capital Management, LLC

RB Capital Management, LLC Tech Stack

RB Capital Management, LLC uses 8 technology products and services including Hotjar, Calendly, Amazon Web Services, and more. Explore RB Capital Management, LLC's tech stack below.

RB Capital Management, LLC's Email Address Formats

RB Capital Management, LLC uses at least 2 email formats:
RB Capital Management, LLC Email FormatsExamplePercentage
First@rbcapitalmanagement.comJohn@rbcapitalmanagement.com
83%
FLast@rbcapitalmanagement.comJDoe@rbcapitalmanagement.com
17%

Frequently Asked Questions

What is RB Capital Management, LLC's phone number?

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You can contact RB Capital Management, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is RB Capital Management, LLC's official website and social media links?

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RB Capital Management, LLC's official website is rbcapitalmanagement.com and has social profiles on LinkedIn.

How much revenue does RB Capital Management, LLC generate?

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As of August 2026, RB Capital Management, LLC's annual revenue is estimated to be $10M - $25M.

What is RB Capital Management, LLC's SIC code and NAICS code?

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RB Capital Management, LLC's SIC code is 6282 - Investment Advice and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does RB Capital Management, LLC have currently?

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As of August 2026, RB Capital Management, LLC has approximately 7 employees across 1 continents, including North America. Key team members include Vp Wealth Management: K. J. and Investment Advisor And Portfolio Manager: J. S. Explore RB Capital Management, LLC's employee directory with LeadIQ.

What industry does RB Capital Management, LLC belong to?

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RB Capital Management, LLC operates in the Investment Management industry.

What technology does RB Capital Management, LLC use?

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RB Capital Management, LLC's tech stack includes Hotjar, Calendly, Amazon Web Services, WordPress, OneTrust, Font Awesome, Office 365 and Datadog.

What is RB Capital Management, LLC's email format?

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RB Capital Management, LLC's email format typically follows the pattern of First@rbcapitalmanagement.com. Find more RB Capital Management, LLC email formats with LeadIQ.

When was RB Capital Management, LLC founded?

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RB Capital Management, LLC was founded in 2000.
RB Capital Management, LLC logo

RB Capital Management, LLC

Investment ManagementNevada, United States2-10 Employees

RB Capital Management, LLC is a Nevada-based investment management firm that operates as a fee-based advisor focusing on hedged strategies and managed fixed-income portfolios. Its approach centers on minimizing risk while seeking to enhance portfolio returns through diversified and customized solutions for clients, including individuals, businesses, trusts, and foundations. Led by founder Rob Ballan, who brings more than three decades of investment experience, the firm emphasizes hedging equity exposure and constructing bond portfolios to adapt to evolving economic conditions. As of December 31, 2025, the firm reports assets under management totaling more than $900 million. The company has a history of making strategic investments in public markets, with noted activity in stakes in entities such as Cboe Global Markets and Sun Communities. RB Capital Management is located in Reno, Nevada, and serves a client base within the investment management industry.

Section iconCompany Overview

Phone number
SIC Code
6282 - Investment Advice
NAICS Code
5239 - Other Financial Investment Activities
Founded
2000
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    RB Capital Management, LLC's revenue is estimated to be in the range of $10M - $25M

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