Shawn Young
RB Capital Management · Fresno, California
Shawn Young is a fee-only financial advisor at RB Capital Management in Fresno, 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 | Fresno, 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 · CRD 4793253 |
| Exams passed | Series 66 (2004) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | learn.robleiphart.com/rl-home |
How Shawn'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 Shawn
Is Shawn Young a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shawn 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 Shawn charge for financial advice?
Shawn's firm, RB Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Shawn Young based?
Shawn Young is based in Fresno, California.
Is Shawn Young registered with the SEC?
Yes. Shawn Young is registered as an investment adviser representative in CA (CRD 4793253), 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 Shawn Young?
Through Shawn'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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