JRB Capital Management

JRB Capital Management is a fee-only investment adviser registered with the securities regulator of Colorado, with its main office in Steamboat Springs, Colorado. On its latest Form ADV, filed June 29, 2026, it reports $13M in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: Colorado
Firm CRD number	301036 · SEC file 801-130538
Office	430 Yampa Street Unit J Steamboat Springs, CO 80487
Phone	(650) 644-5480
Website	Not listed
Regulatory assets under management	$13M
Individual clients	Fewer than 5
Financial planning clients	Not reported
How it charges	Percentage of assets, Fixed fee
Services	Portfolio management
Employees	1
Disciplinary disclosures	None reported
Latest Form ADV filing	June 29, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Steamboat Springs

• Callahan Capital Management $217M
• Windham Financial Services, Inc. $26M

See all 3 fee-only advisers in Steamboat Springs →