Rubric Advisors LLC

RIAState Registered

Total AUM

$28.4M

Discretionary

$19.5M

69% of AUM

Avg account

$1.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: San Francisco, California
CRD number: 336764
Website: www.rubricadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI96.37%
Corporations / Businesses3.24%
Individuals0.39%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Rubric Advisors LLC is an independent, California-registered limited liability company that provides advisory services to both individual/family and institutional clients. The firm functions as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selection-of-other-advisers services. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Rubric is state-registered in California and operates a single-office model rather than a multistate platform. The firm does not position itself as an ESG investor.