Kent Allen Johnson

CFP

Rb Capital Management, LLC

18 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Rb Capital Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

614 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$817.2M

Fee Structure

Financial Planning:Included in AUM fee

Location

15 River Road, Suit 15B, Wilton, CT, 06897

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Rb Capital Management, LLC

May 2022 - Present · 3 yrs 9 mos

Previous Registrations

Gyl Financial Synergies, LLC

January 2019 - May 2022 · 3 yrs 4 mos

Resnick Advisors

March 2015 - January 2019 · 3 yrs 10 mos

Strategic Advisers, INC.

August 2008 - March 2015 · 6 yrs 7 mos

Clearbridge Advisors, LLC

December 2005 - January 2007 · 1 yr 1 mo

Citigroup Global Markets INC.

September 2005 - December 2005 · 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.