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Managing Member · RB Capital Management, LLC

Robert W. Ballan

CRD 1536058 · Named on Form ADV at one SEC-registered adviser

At a glance

RB Capital Management, LLC, an SEC-registered wealth manager based in Reno, NV with $931 million in regulatory assets, lists Robert W. Ballan on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Robert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Shawn D. YoungChief Compliance Officer/chief Operating Officer, RB Capital Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.