Kent
Johnson

Rb Capital Management, LLC

CRD#3230312
Investment Advisor
in Wilton, CT

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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

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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
Craig Frieders
Walnut Creek, 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.

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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.

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