Carl Demartini
RB Capital Management · Laguna Woods, California
Carl Demartini is a fee-only financial advisor at RB Capital Management in Laguna Woods, California. RB Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | RB Capital Management |
|---|---|
| Based in | Laguna Woods, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $930.6M across 1,534 accounts |
| SEC registration | Investment adviser representative in CA, CO · CRD 1142547 |
| Exams passed | Series 63 (1985) · Series 65 (2006) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | learn.robleiphart.com/rl-home |
How Carl's firm compares
- RB Capital Management's average account is about $607,000, from its Form ADV (assets managed divided by 1,534 accounts).
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Questions about Carl
Is Carl Demartini a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carl holds no broker registration, and RB Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carl charge for financial advice?
Carl's firm, RB Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Carl Demartini based?
Carl Demartini is based in Laguna Woods, California.
Is Carl Demartini registered with the SEC?
Yes. Carl Demartini is registered as an investment adviser representative in CA and CO (CRD 1142547), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RB Capital Management manage?
RB Capital Management reports $930.6M across 1,534 accounts in assets under management.
How do I contact Carl Demartini?
Through Carl's website, learn.robleiphart.com/rl-home.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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