Kent
Johnson

Rb Capital Management, LLC

CRD#3230312
Investment Advisor
in Wilton, CT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kent Johnson is a financial advisor based in Wilton, Connecticut, working with Rb Capital Management, LLC. Kent has previously held positions at Fidelity Investments, Resnick Investment Advisors, LLC, Gyl Financial Synergies, LLC, Strategic Advisers, Inc, and Rb Capital Management, LLC. Kent has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Kent is part of Rb Capital Management, LLC, which operates out of Wilton, Connecticut. The firm has 7 offices and 14 employees. The firm manages assets totaling $717.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Rb Capital Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

15 River Road Suit 15B
Wilton, CT 06897

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Rb Capital Management, LLC Brokerage Details

Total Assets Under Management

$717,584,687

CT Average: $664,206,839
Total Number of Employees

14

CT Average: 10
Total Number of Accounts

1,335

CT Average: 1,698
Average Account Size

$537,517

CT Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Kent Johnson Work History

2022 - Present (2 years)

Rb Capital Management, LLC

2019 - 2022 (3 years)

Gyl Financial Synergies, LLC

2015 - 2018 (3 years)

Resnick Investment Advisors, LLC

2008 - 2015 (7 years)

Fidelity Investments

2008 - 2015 (7 years)

Strategic Advisers, Inc

Disclosures

Please visit the SEC profile of Kent Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Rb Capital Management, LLC

John Mullen
Walnut Creek, CA
Jonathan Donahue
Reno, NV
Justin Sloan
Kenwood, CA
Kent Johnson
Wilton, CT
Gary Demera
Burlingame, CA
Willington Fong
Burlingame, CA
Robert Leiphart
Shelton, CT
Steven Ocheltree
Fresno, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started