# Justin Sloan

> Justin Sloan is a fee-only financial advisor at RB Capital Management in Windsor, California, who holds the CFP and CFA credentials. RB Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/justin-sloan/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** RB Capital Management
- **Based in:** Windsor, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $930.6M across 1,534 accounts
- **Credentials:** CFP, CFA
- **CRD:** 5661286 (https://adviserinfo.sec.gov/individual/summary/5661286)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2010), Series 65 (2010)
- **Firm size:** 16 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://learn.robleiphart.com/rl-home

## Frequently asked questions

### Is Justin Sloan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Justin 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 Justin charge for financial advice?

Justin's firm, RB Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Justin Sloan based?

Justin Sloan is based in Windsor, California.

### What credentials does Justin Sloan hold?

Justin Sloan holds the CFP and CFA credentials.

### Is Justin Sloan registered with the SEC?

Yes. Justin Sloan is registered as an investment adviser representative in CA (CRD 5661286), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### 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 Justin Sloan?

Through Justin's website, learn.robleiphart.com/rl-home.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5661286): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.