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About RAUB BROCK CAPITAL MANAGEMENT, LP
RAUB BROCK CAPITAL MANAGEMENT, LP is a leading financial management firm founded in 1995. With a team of experienced and knowledgeable advisors, the firm provides a wide range of financial services to help clients achieve their financial goals. Specializing in personalized and comprehensive plans, RAUB BROCK CAPITAL MANAGEMENT, LP is dedicated to providing top-notch financial expertise and guidance to its clients.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial plans
- Offers a wide range of financial services
- Has a team of experienced and knowledgeable advisors
- Dedicated to helping clients achieve their financial goals
Facts and Insights
RAUB BROCK CAPITAL MANAGEMENT, LP has been in business for over 25 years, during which it has built a strong reputation for providing excellent financial management services. As of December 2020, the firm has approximately $2.5 billion in assets under management and employs a team of 12 advisors. This allows the firm to maintain a personalized approach with each client, ensuring that their individual needs and goals are met.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1995 | $2.5 billion (as of December 2020) | 12 |
Financial Services Offered
RAUB BROCK CAPITAL MANAGEMENT, LP offers a variety of financial services to cater to the unique needs of its clients. These services include investment management, retirement planning, wealth management, estate planning, tax planning, and risk management. The firm believes in taking a holistic approach to financial planning, ensuring that all aspects of a client’s financial life are considered.
Client Types
RAUB BROCK CAPITAL MANAGEMENT, LP works with a diverse range of clients, including high-net-worth individuals, families, and small business owners. The firm recognizes that each client has their own financial goals and objectives, and therefore, creates customized plans tailored to their specific needs. By understanding each client’s unique financial situation, the firm is able to provide the most effective strategies and solutions.
Fees & Compensation
RAUB BROCK CAPITAL MANAGEMENT, LP charges a fee based on a percentage of assets under management. This fee structure ensures that the firm is aligned with its clients’ best interests and encourages a focus on long-term results. The firm may also receive compensation from third-party firms when recommending their products or services, but always discloses these arrangements in advance to clients.
Background
RAUB BROCK CAPITAL MANAGEMENT, LP was founded by Robert Raub and Michael Brock, who have over 40 years of combined experience in the financial services industry. Both founders hold advanced degrees and professional designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The firm prides itself on its team of experienced and knowledgeable advisors, who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As with any financial firm, it is important to understand the potential disclosures related to RAUB BROCK CAPITAL MANAGEMENT, LP. The firm is a registered investment advisor and is regulated by the Securities and Exchange Commission (SEC). This means that they have a fiduciary duty to act in their clients’ best interests. Additionally, the firm discloses any potential conflicts of interest and always acts with transparency and full disclosure.