About Us

At RMB Capital, our goal is to create value for our clients. Leveraging our team’s insight and expertise, we deliver specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.

Facts and Figures

$9.68B AUM¹

Increased from $500M at inception


client retention²

New business driven by referrals and word of mouth






CFA® Charterholders

Estimated AUM and all other information as of 9/30/23. RMB Capital Firm inception date: 4/1/2005.

¹Total assets under management (“AUM”) presented here differs from regulatory assets under management (“RAUM”) reported on RMB Capital Form ADV. AUM reflects net assets under management for private funds and mutual funds managed by RMB Capital, while RAUM reflects gross assets under management. AUM also includes RMB West’s assets under advisement, which are not included in RMB Capital’s RAUM.

²Annualized retention rate as of 9/30/2023.

All information presented is subject to change at any time and is provided only as of the date indicated.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.