Rbk Capital, LLC (Oklahoma City)

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.

Rbk Capital: assets under management

The assets under management (AUM) of Rbk Capital, LLC is $8.4 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Rbk Capital, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Bradley Knowles	Managing member/chief compliance officer	1 Apr 2010	75% - 100%	4398143
Heritage Wealth Management Company	Holding company	1 Apr 2014	75% - 100%	27-4618601
Matthew R Mcguire	President	1 Apr 2014	Other	4092184

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Heritage Trust Company 401(K) Esop Plan	Owner	1 May 1998	25% - 50%	73-1544262
Heritage Trust Company Voting Trust	Owner	1 Dec 2010	50% - 75%	none

Based in Oklahoma City

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.