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RUBICON ADVISORS
RUBICON ADVISORS, GP
CRD 174447 · SEC 801-109012
1640 EAST CYPRESS, SUITE A, REDDING, CA, 96002, United States
Phone
530-223-5357
Fax
707-205-4822
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$420.7M
Discretionary AUM
$420.7M
Team
20 total employees; 19 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Partnership
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1070 | $169.9M |
| High net worth individuals | 300 | $243.3M |
| Pension/profit sharing plans | 7 | $902K |
| Charitable organizations | 5 | $3.5M |
| Corporations/business entities | 9 | $3.2M |
States served
AZ, CA, CO, ID, IL, LA, MT, NE, NV, OR, TN, UT, WA, TX
All web addresses on file
- https://www.facebook.com/lplrubiconadvisors/?ref=page_internal
- https://www.youtube.com/@rubiconadvisors2867
- https://www.linkedin.com/in/brian-russell-4627b9102
- https://www.facebook.com/pg/Rubicon-Advisors-Roseville-1239226006192778/about/
- HTTP://WWW.RUBICONADVISORS.COM
- https://twitter.com/RubiconAdvisors
Official SEC filing: View on IAPD