SO
SO

Steven Alan Ocheltree

5 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
614 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$817.2M

Fee Structure

Financial Planning:Included in AUM fee
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Location

6435 N. Palm Avenue, Suite 101, Fresno, CA, 93704

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Steven is a CPA at Ocheltree CPA, an accounting firm, since May 2016. He spends nearly full-time in this role, mostly during securities trading hours.

Employment History
Current Registrations
Rb Capital Management, LLC
July 2020 - Present · 5 yrs 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.