Carl Demartini has been an investment adviser representative at RB Capital Management since April 2025, and is not listed among the firm’s executive officers or direct owners. Carl Demartini holds a Degree in Economics from the University of Colorado.
RB Capital Management, LLC is a Reno, NV firm with $931M under management, 648 clients and 14 advisers across 12 offices, as of its March 2026 filing.
Carl Demartini is Vice President, Investment Advisory of RB Capital Management, LLC, based in South Fork, CO. He has more than 40 years of experience in the financial services industry, starting on Wall Street in 1983 at firms including Smith Barney and Lehman Brothers, and joined RB Capital Management in 2005. He specializes in implementing solutions designed to help clients achieve their risk and investment objectives.
Carl Demartini’s longest registration was 10 years at CHD Investment Management, LLC (2014–2025). Before joining RB Capital Management in 2025, Carl Demartini was registered through CHD Investment Management, LLC.
- CHD Investment Management, LLC– · 10 yearsSouth Fork, CO · Adviser representative · Firm CRD 171067
Investment adviser representative registrations
Carl Demartini is registered as an investment adviser representative in 2 states. Each was approved in April 2025.
- CaliforniaSince 10 April 2025
- ColoradoSince 3 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 February 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 January 1985 |
| Series 7 | General Securities Representative Examination | 21 May 1983 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Carl Howard Demartini
- CRD
- 1142547
- Firm
- RB Capital Management · CRD 125678
- Registration
- Investment adviser registration
- In the industry since
- June 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rbcapitalmanagement.com
Where does Carl Demartini work?
Carl Demartini is an investment adviser representative registered through RB Capital Management, LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Carl Demartini a financial advisor?
Yes. Carl Demartini has a current investment-adviser registration in California and Colorado, through RB Capital Management since April 2025.
How many years of experience does Carl Demartini have?
Carl Demartini has 20 years in the financial industry, since June 2006, across 2 adviser firms.
What exams has Carl Demartini passed?
Carl Demartini has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in May 1983.
Is Carl Demartini registered with FINRA?
No. Carl Demartini has no current broker registration.
How can I verify Carl Demartini’s record?
Search CRD 1142547 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carl Demartini’s full registration record.
