RAUB BROCK CAPITAL MANAGEMENT, LP

Overview

Raub Brock Capital Management, LP is an independent registered investment adviser formed as a limited partnership in 2010. The firm serves high-net-worth individuals and families as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses and institutions. It charges a mix of percentage-of-AUM fees along with hourly and fixed fee arrangements, and operates both discretionary and non-discretionary mandates. Investment activity shows a clear preference for equity exposure delivered primarily through exchange-traded equities, while ETFs are used to access fixed income and tactical allocations. The adviser is not an active ESG investor and does not act as a capital allocator that seeds or runs external pooled funds; instead, where illiquid or alternative exposures are used, allocations are made to third-party managers. The mix of services and account structures indicates a hybrid advisory model that combines advisory planning with implementation across a range of liquid and illiquid instruments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices