RUBEY & RUST CAPITAL MANAGEMENT, LLC
Total AUM
$381M
Employees
3Clients
145Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
925-997-0994
Other Offices
1
Financials
Total AUM
$381M
Accounts
511Discretionary
$153.2M
Accounts
440Non-Discretionary
$227.8M
Accounts
71
Clients
Individual Clients
96AUM
$103.9M
HNW Individual Clients
44AUM
$176.2M
Pension/Profit Sharing Plan Clients
2AUM
$21.8M
Charitable Organization Clients
2AUM
$2.8M
Corporation or Business Clients
1AUM
$76.2M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CANVORWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.