RB Capital Management, LLC
RB Capital Management, LLC is an investment advisory firm headquartered in Reno, Nevada. Founded in August 2000 by Robert W. Ballan, the firm specializes in hedged strategies and managed fixed-income solutions, serving high net worth individuals and select institutional clients. The firm employs approximately 15 staff, with the majority focused on investment research and portfolio management. RB Capital Management aims to offer customized portfolio and wealth management strategies, emphasizing risk minimization and tailored client service.
Investment Strategy
RB Capital Management focuses on providing customized portfolio and wealth management strategies, aiming to minimize risk while enhancing returns. Their approach typically includes hedged strategies and managed fixed-income allocations. The firm constructs portfolios based on principles that address risk tolerance, investment goals, and time horizon, and frequently utilizes diversified equity and fixed-income holdings, including high-conviction positions in large-cap technology and consumer stocks. The strategy centers on downside mitigation, active risk management, and delivering peace of mind to clients through disciplined investment processes.
Top Holdings
Equity Positions (185)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 14.62% | $70.8M | 278,196 | $60.59 | $254.63 | +$13.6M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.64% | $22.5M | 44,681 | $212.98 | $502.74 | +$797.1K |
N NVDA | NVIDIA CORPORATION | 4.25% | $20.6M | 110,359 | $14.04 | $186.58 | +$3.0M |
C COST | COSTCO WHSL CORP NEW | 3.21% | $15.5M | 16,793 | $215.47 | $925.63 | -$1.3M |
M MSFT | MICROSOFT CORP | 3.00% | $14.5M | 28,053 | $222.99 | $517.95 | +$647.7K |