AdvisorOS Directory
Claim Profile
Unclaimed Profile
RB

Robert William Ballan

RB CAPITAL MANAGEMENT, LLC·RENO, Nevada
Series 3, Series 7, Series 63, Series 65Clean record26 years registeredRB CAPITAL MANAGEMENT, LLC
5365 RENO CORPORATE DR., RENO, NV 89511CRD# 1536058Firm CRD# 125678

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert William Ballan · RENO, NV
Registration
CRD #1536058 · RB CAPITAL MANAGEMENT, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

RB CAPITAL MANAGEMENT, LLC
Jan 2016 – present
RB CAPITAL MANAGEMENT, LLC
Aug 2000 – Dec 2015
INCLINE VILLAGE, NV
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 63
Series 65
Registration record
First registered · August 4, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RB CAPITAL MANAGEMENT, LLC
CRD 125678 · SEC 801-62043
AUM
$718M
Regulatory assets under management
Employees
14
1,335 client accounts
Services offered by RB CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RB CAPITAL MANAGEMENT, LLC →
Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in RENO?

Browse all registered financial advisors in RENO, Nevada or claim this profile if it's yours.

Browse RENO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Robert William Ballan offer?
Robert William Ballan specializes in Financial Planning, Investment Management. Contact their office in RENO, Nevada for a consultation.
What are Robert William Ballan's credentials?
Robert William Ballan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert William Ballan located?
Robert William Ballan is based in RENO, Nevada, working with RB CAPITAL MANAGEMENT, LLC. Their office serves clients in the RENO metropolitan area and surrounding communities.
How does Robert William Ballan charge for services?
Robert William Ballan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RB CAPITAL MANAGEMENT, LLC?
RB CAPITAL MANAGEMENT, LLC has approximately 14 employees and manages $718M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at RB CAPITAL MANAGEMENT, LLC

Shawn Derek Young
RENO, NV

More Advisors in RENO, Nevada

Kenneth Bruce Lambert
PEAVINE CAPITAL, LLC·RENO, NV
Peter James Ross
BIDART & ROSS INC·RENO, NV
Todd Christopher Ganos
INTEGRATED WEALTH COUNSEL, LLC·RENO, NV
Kevin Daniel Leary
HALLADOR INVESTMENT ADVISORS, INC.·RENO, NV
Jennifer Pauline Lambert
PEAVINE CAPITAL, LLC·RENO, NV
David Charles Nelson
BELPOINTE ASSET MANAGEMENT LLC·RENO, NV

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Nevada
LAS VEGAS (95)HENDERSON (22)INCLINE VILLAGE (5)CARSON CITY (4)SPARKS (3)PAHRUMP (2)GLENBROOK (2)ELKO (2)MINDEN (2)ZEPHYR COVE (1)
City Guides
LAS VEGAS GuideHENDERSON GuideINCLINE VILLAGE GuideCARSON CITY GuideSPARKS Guide
Research
Advisor Fees in NevadaNational Fee Analysis
Request removal of this profile