# Robert Leiphart

> Robert Leiphart is a fee-only financial advisor at RB Capital Management in Shelton, Connecticut, who holds the CFP credential. RB Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** RB Capital Management
- **Based in:** Shelton, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $930.6M across 1,534 accounts
- **Credentials:** CFP
- **CRD:** 4141443 (https://adviserinfo.sec.gov/individual/summary/4141443)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 63 (2001), Series 65 (2001)
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** https://learn.robleiphart.com/rl-home

## Frequently asked questions

### Is Robert Leiphart a fee-only financial advisor?

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

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

### Where is Robert Leiphart based?

Robert Leiphart is based in Shelton, Connecticut.

### What credentials does Robert Leiphart hold?

Robert Leiphart holds the CFP credential.

### Is Robert Leiphart registered with the SEC?

Yes. Robert Leiphart is registered as an investment adviser representative in CT (CRD 4141443), 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 Robert Leiphart?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4141443): 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.