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RBF WEALTH ADVISORS
ROMAN BUTLER FULLERTON & CO
CRD 104771 · SEC 801-20351
680 CRAIG ROAD, SUITE 201, ST. LOUIS, MO, 63141, United States
Phone
314-997-1652
Fax
314-997-0123
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$716.1M
Discretionary AUM
$716.1M
Team
17 total employees; 16 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 971 | $149.2M |
| High net worth individuals | 273 | $522.5M |
| Pension/profit sharing plans | 7 | $20.7M |
| Charitable organizations | 14 | $2.3M |
| Corporations/business entities | 24 | $21.5M |
States served
AZ, CA, GA, IL, LA, ME, MA, MI, MN, NE, NY, NC, OH, OR, PA, SC, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD