# Steven Ocheltree

> Steven Ocheltree is a fee-only financial advisor at RB Capital Management in Morro Bay, California. RB Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** RB Capital Management
- **Based in:** Morro Bay, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $930.6M across 1,534 accounts
- **CRD:** 7259101 (https://adviserinfo.sec.gov/individual/summary/7259101)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** https://learn.robleiphart.com/rl-home

## Frequently asked questions

### Is Steven Ocheltree a fee-only financial advisor?

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

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

### Where is Steven Ocheltree based?

Steven Ocheltree is based in Morro Bay, California.

### Is Steven Ocheltree registered with the SEC?

Yes. Steven Ocheltree is registered as an investment adviser representative in CA (CRD 7259101), 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 Steven Ocheltree?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7259101): 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.