Since 2000, RB Capital Management, LLC has been a fee-based investment advisor firm specializing in hedged strategies and managed fixed-income portfolios. Our focus is on minimizing risk and enhancing portfolio returns by developing diversified and customized portfolios.
 
The firm is led by principal and founder Rob Ballan who brings 30+ years of professional investment expertise. Rob is responsible for the overall performance of RB Capital Management, LLC, and the analysis and oversight of the firm’s advisors. He has built a reputation as an astute strategist skilled in hedging equity portfolios and creating bond portfolios to meet changing economic conditions. Our current assets under management total more than $900 million as of December 31, 2025. This includes portfolios for individuals, businesses, trusts, and foundations.

RB Capital Management, LLC

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