A complete list of active advisors currently associated with RBG Capital LLC

Warmer can help you find a great advisor at RBG Capital LLC or one who fits your needs even better.

RBG Capital provides asset management, written financial planning and consulting, retirement plan advisory services, and merger-and-acquisition advisory support to individuals, high‑net‑worth clients, small businesses, pension and profit‑sharing plans, and charitable organizations. The firm also recommends and selects third‑party money managers for clients and can facilitate implementation of those managers’ programs. The firm manages custodial accounts with ongoing supervision and can trade on a discretionary basis when authorized, employing methods such as fundamental and technical analysis and modern portfolio theory across long‑ and short‑term, income, and hedging strategies. Financial plans are documented in writing and revisited on an ongoing basis, and the firm performs due diligence and continuous monitoring when selecting retirement plan investment options and outside managers. Although newly registered with the SEC in 2026 and currently reporting no assets under management, RBG Capital offers several services that are less common for firms without active registered advisors — including retirement plan consulting as a 3(21) fiduciary, selection of other advisers on a fee‑share basis, and use of third‑party managers that offer wrap fee programs. The brochure also discloses affiliations with broker‑dealers and that certain personnel are registered representatives and licensed insurance agents, and it notes the firm’s M&A advisory work for business owners, all of which are disclosed as potential conflicts of interest.

To learn more about the advisors currently working at RBG Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.