Fee-only adviser · San Ramon, CA
RG Capital Management, LLC
RG Capital Management, LLC is a fee-only investment adviser registered with the securities regulator of California, with a mailing address in San Ramon, California (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 31, 2026, it reports $19M in regulatory assets under management, 19 individual clients 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: California |
|---|---|
| Firm CRD number | 134729 |
| Office | San Ramon, CA (mailing address; office not published) |
| Phone | (925) 262-0060 |
| Website | Not listed |
| Regulatory assets under management | $19M |
| Individual clients | 14 non-high-net-worth, 5 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- 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 San Ramon
- California Financial Advisors $2.3B
- Insight Wealth Strategies, LLC $1.2B
- New Insight Wealth Advisors $397M
- Auspicious Financial Planning, LLC $278M
- Certified Planners, Inc. $197M
- Accretive Wealth Management, LLC $291M
See all 15 fee-only advisers in San Ramon →
Nearby
- Danville 11 firms
- Alamo 5 firms
- Dublin 1 firm
- Moraga 4 firms
- Walnut Creek 34 firms
- Clayton 1 firm
- Lafayette 10 firms
- Pleasanton 12 firms
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