← Tributary

JRB CAPITAL MANAGEMENT

STEAMBOAT SPRINGS, CO · CRD 301036 · IAPD ↗ · 650-644-5480

$13.2MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2026 — JRB CAPITAL MANAGEMENT (STEAMBOAT SPRINGS, CO) left the SEC roster (was $13.2M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
June 2026 — JRB CAPITAL MANAGEMENT reported RAUM down 73% ($48.2M -> $13.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
April 2026 — JRB CAPITAL MANAGEMENT reported RAUM down 56% ($108.6M -> $48.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
95
July 2024 — JRB CAPITAL MANAGEMENT (location n/a) is newly SEC-registered with $130.7M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.