Raub Brock Capital Management, LP
Firm details
- Headquarters
- Larkspur, California
- CRD number
- 153994
- Registered since
- August 6, 2010
- Website
- www.raubbrock.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Other Investment Advisers89.94%
- HNWI6.29%
- Investment Companies2.46%
- Individuals0.67%
- Pension & Profit Sharing Plans0.63%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Raub Brock Capital Management, LP is an independent registered investment adviser organized as a limited partnership. The firm is SEC-registered (initial registration in 2010) and advises both individual/family and institutional clients. Core services listed include financial planning and portfolio management for individuals, small businesses, investment companies, and other businesses or institutions. Its fees include percentage-of-AUM arrangements as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- US Government Bonds1%
- Public Funds/Mutual Funds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$179M in ETFs
58%
$104M
<1%
$75M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| RAUB BROCK DIVIDEND GROWTH ETF (HQDG) | $73.5M | 2,989,715 | 41.00% |
Location
Larkspur, CA
Marin
Location
Larkspur, CA
Headquartered in Larkspur, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 700 Larkspur Landing Cir
- Time zone
- PT (UTC-8)
- Office locations
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