Rbk Capital, LLC is a pension cosultant based in Oklahoma City. It manages $8.4 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Oklahoma.
Rbk Capital provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rbk Capital, LLC is $8.4 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Rbk Capital, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Matthew R Mcguire has been acting as President since 1 Apr 2014. Heritage Wealth Management Company joined the executive team most recently as the Holding Company.
The principal office where Rbk Capital, LLC performs its advisory services is located at 2800 W. Country Club Drive, Oklahoma City, OK 73116, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 405-848-8899 or by fax 877-476-7879. The normal business hours are 8:30 am - 4:30 p.m. on Monday - Friday.