Steven Ocheltree has been an investment adviser representative at RB Capital Management since July 2020, and is not listed among the firm’s executive officers or direct owners.
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.
- RB Capital Management, LLCCurrent– present · 6 yearsMorro Bay, CA · Adviser representative · Firm CRD 125678
Investment adviser representative registrations
Steven Ocheltree is registered as an investment adviser representative in California, as a resident of California, since July 2020.
- CaliforniaResidentSince 23 July 2020
Examinations
No examinations are on Steven Ocheltree’s record.
- Full name
- Steven Alan Ocheltree
- CRD
- 7259101
- Firm
- RB Capital Management · CRD 125678
- Office
- 601 Morro Bay Boulevard, Suite D, Morro Bay, CA 93442
- Registration
- Investment adviser registration
- In the industry since
- July 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Steven Ocheltree work?
Steven Ocheltree is an investment adviser representative registered through RB Capital Management, LLC since July 2020, and is not listed among the firm’s executive officers or direct owners.
Is Steven Ocheltree a financial advisor?
Yes. Steven Ocheltree has a current investment-adviser registration in California, through RB Capital Management since July 2020.
How many years of experience does Steven Ocheltree have?
Steven Ocheltree has 6 years in the financial industry, since July 2020, across 1 adviser firm.
Where is Steven Ocheltree based?
Steven Ocheltree’s registered office is in Morro Bay, CA.
Is Steven Ocheltree registered with FINRA?
No. Steven Ocheltree has no current broker registration.
How can I verify Steven Ocheltree’s record?
Search CRD 7259101 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Ocheltree’s full registration record.
