RLB FINANCIAL LLC
DBA: RLB FINANCIAL
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $173.6M |
| Discretionary | $173.6M100% of AUM |
| Client Accounts | 609 |
| Avg Account Size | $285K |
| Employees | 4 |
| Peak AUM | $173.6MMar 2026 |
| AUM CAGR | +22.2% /yrover 2 yrs · 6 filings |
AUM by Client Type
Total AUM
$174M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $174M | +16.4% | +22.2% | — | |
| Discretionary AUM | $174M | ||||
Key Metrics
| Total AUM | $173.6M |
| Discretionary | $173.6M |
| Employees | 4 |
| Client Accounts | 609 |
| Client Range | 0 |
Contact & Location
Address
2530 S. CAMPBELL
SPRINGFIELD MO 65807
Phone
866-686-8097
Filing History
6 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$174M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Banking Institution
Related Entities (Item 7)
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