Burlingame, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
RB Capital Management, LLC
Team
Firm-wide stats for RB Capital Management, LLC
About
RB Capital Management, LLC serves a mix of individual and institutional clients, including high‑net‑worth individuals, corporations, trusts, foundations and retirement plans. The firm provides fee‑based investment management focused on hedged strategies and managed fixed‑income portfolios, and also offers financial planning services integrated into its advisory relationships.
The firm’s investment process emphasizes asset allocation and diversification, personalized portfolios, and continuous monitoring to reflect clients’ goals, tax situation and risk tolerance. RB Capital combines equities, fixed income and alternative investments and implements hedging techniques—explicitly using covered‑call writing on individual equity positions—and designs custom fixed‑income portfolios; it currently manages assets in‑house rather than relying on sub‑advisors.
Noteworthy features for a team firm of this size include a multi‑office structure (the brochure lists a dozen offices) and the firm’s role as sponsor and portfolio manager of an RB Capital Wrap Program, with the majority of investment management clients participating in that one‑fee program. The brochure also discloses the use of options‑based hedges in managed accounts and describes relationships with custodians (including a transition from Pershing to Schwab and receipt of institutional services and reimbursements), which the firm notes could influence broker selection and are disclosed as potential conflicts of interest.
Based on RB Capital Management, LLC
Expertise
Based on RB Capital Management, LLC
Location
345 Lorton Avenue, Suite 302
Burlingame CA 94010
Advisors at this office
3
Advisors at this office
Willington F
Series 66
Burlingame, CA
RB Capital Management, LLC
Willington Fong is a financial advisor with RB Capital Management, LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at RB Capital Management since 2018 and previously held roles at APW Capital, Inc., FSC Securities Corp, and Investment Capital Group Mortgage. Outside of advisory work, he is involved in residential mortgage sales and real estate brokerage. RB Capital Management serves a diverse client base including individuals, corporations, trusts, and retirement plans. The firm focuses on fee-based investment management using hedged strategies and managed fixed-income portfolios, emphasizing asset allocation, diversification, and personalized portfolios with continuous monitoring.
John M
Series 63, Series 65
Burlingame, CA
RB Capital Management, LLC
John Marty is a financial advisor at RB Capital Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at APW Capital, Inc. and Fsc Securities Corp. Outside of his advisory role, he is involved in real estate brokerage and financing through his ownership and partnership in related businesses. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management using hedged strategies and managed fixed-income portfolios, emphasizing asset allocation, diversification, and personalized portfolios tailored to clients’ goals and risk tolerance.
Gary D
Series 63, Series 65
Burlingame, CA
RB Capital Management, LLC
Gary De Mera is a financial advisor with RB Capital Management, LLC, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at APW Capital, Inc. and Fsc Securities Corp. Outside of his advisory work, he serves as Co-Trustee managing the Desmond Family Trust and owns Bay Valley Properties, a real estate referral and management business. RB Capital Management, LLC serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management with an emphasis on hedged strategies and managed fixed-income portfolios, integrating personalized financial planning and active portfolio monitoring.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)