Steven Alan Ocheltree
Investment adviser representative at Rb Capital Management, LLC
10 yearsExperience
1 stateRegistered in
$930.6MFirm assets
23 yearsFirm in business
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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
10 years in the industry.
- Rb Capital Management, LLCMay 2020 to now
- Ocheltree CpaMay 2016 to now
Exams passed
No exams in this record.
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
- 7259101
- Firm CRD
- 125678