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RUBEY & RUST CAPITAL MANAGEMENT, LLC
CRD 282776 · SEC 801-107286
CA, United States
Phone
925-997-0994
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$381.0M
Discretionary AUM
$153.2M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 96 | $103.9M |
| High net worth individuals | 44 | $176.2M |
| Pension/profit sharing plans | 2 | $21.8M |
| Charitable organizations | 2 | $2.8M |
| Corporations/business entities | 1 | $76.2M |
States served
CA, NV, OR, WA
All web addresses on file
Official SEC filing: View on IAPD