RGB CAPITAL GROUP

RGB CAPITAL GROUP is an SEC-registered investment adviser (CRD 150420). Regulatory assets under management: $86.1M.

Registration

• CRD: 150420
• Type: Registered investment adviser
• Phone: 858-367-5200
• Latest filing: 2026-01-15
• Regulatory AUM: $86.1M
• Discretionary AUM: $86.1M
• Clients: 4
• Accounts: 208

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150420 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search