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RIOBLANCO CAPITAL LLC

SAN JUAN, PR · CRD 325702 · IAPD ↗ · 787-474-8338

$172.0MRegulatory AUM
3Advisory reps
17Employees
0Clients
n/aPlanning clients
16Private funds
1States
3Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
August 2026 — RIOBLANCO CAPITAL LLC reported RAUM up 50% ($114.3M -> $172.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
52
April 2026 — RIOBLANCO CAPITAL LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
80
December 2025 — RIOBLANCO CAPITAL LLC (SAN JUAN, PR) is newly SEC-registered with $109.6M 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.