John Philip Bankovitch
Investment adviser representative at Rb Capital Management, LLC
15 yearsExperience
1 stateRegistered in
$930.6MFirm assets
23 yearsFirm in business
Are you John Philip Bankovitch? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Rb Capital Management, LLCDec 2024 to now
- Arete Wealth MangagementDec 2024 to now
- Portsmouth FinancialJul 2011 to Dec 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
Rb Capital Management, LLC
$930.6MAssets managed
648Clients
14Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3230484
- Firm CRD
- 125678