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