# R.B. FINANCIAL GROUP

R.B. FINANCIAL GROUP of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 132444
- Type: SEC-registered investment adviser
- SEC file number: 801-63388
- Location: 11717 BERNARDO PLAZA COURT, SUITE 220, SAN DIEGO, CA, 92128
- Phone: 520 441-9021
- Latest filing: 2026-06-17
- Regulatory AUM: $14.3M
- Discretionary AUM: $14.3M
- Clients: 1
- Accounts: 54

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| MILLER MICHAEL JON | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132444/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132444/similar
- Related entities: https://search.stillhousedata.com/firm/132444/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132444

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.