A complete list of active advisors currently associated with Rgb Capital Group

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

RGB Capital Group, LLC serves individuals, charitable organizations, and business entities, including high-net-worth clients, through discretionary portfolio management and a secondary service tier where clients retain trading authority while receiving platform access and reporting. The firm primarily advises on mutual funds and exchange-traded funds and provides ongoing account monitoring and performance reports. RGB’s investment approach emphasizes capital preservation and active risk management implemented through four named strategies (Flex+, Core, Balanced, and a Small Account strategy), using mutual funds, ETFs and occasional short-term trades, with cash positions employed defensively when market conditions warrant. The firm applies technical, chart, and macroeconomic analysis to guide allocations and operates Tier One accounts on a discretionary basis while Tier Two accounts remain client-managed and non-discretionary. What distinguishes RGB from many peers is its use of performance-based fee arrangements for qualified clients and its selective use of borrowing (margin) within separately managed accounts, including the potential for leveraged equity exposure in some strategies. As a small adviser with roughly two advisors and about $86 million in discretionary assets, the firm pairs these less-common practices with a stated focus on downside risk control and flexible account options.

To learn more about the advisors currently working at Rgb Capital Group, 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.