Steven Ocheltree
RB Capital Management · Morro Bay, California
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.
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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 | $930.6M across 1,534 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7259101 |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | learn.robleiphart.com/rl-home |
How Steven'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 Steven
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.
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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