How does the advisor help clients – Key Takeaways:
RUBEY & RUST CAPITAL MANAGEMENT, LLC is a financial firm that specializes in providing expert financial advice to its clients. With a team of experienced advisors, the firm is committed to helping its clients achieve their financial goals through personalized and comprehensive strategies.
Some key takeaways about how RUBEY & RUST CAPITAL MANAGEMENT, LLC helps its clients are:
- Customized financial strategies tailored to each client’s unique needs and goals.
- Diverse range of financial services to meet the various needs and objectives of clients.
- Expertise in navigating complex financial markets and regulations.
- Commitment to building long-term relationships with clients based on trust and integrity.
Facts and Insights
RUBEY & RUST CAPITAL MANAGEMENT, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As of 2019, the firm manages over $500 million in assets and has five advisors on its team. The firm has been in business for over 15 years, with a proven track record of delivering exceptional results for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2019 | $500 million | 5 |
| 2018 | $450 million | 5 |
| 2017 | $400 million | 4 |
Financial Services Offered
- Investment management
- Financial planning
- Estate planning
- Retirement planning
- Tax planning
- Risk management
- Educational planning
Client Types
RUBEY & RUST CAPITAL MANAGEMENT, LLC serves a diverse range of clients, including high-net-worth individuals, families, and small business owners. The firm also has expertise in working with corporate executives and professionals in the technology, healthcare, and finance industries.
Fees & Compensation
As a fee-only advisor, RUBEY & RUST CAPITAL MANAGEMENT, LLC charges a percentage of assets under management as its primary form of compensation. This aligns the firm’s interests with those of its clients, as the firm only succeeds if its clients succeed.
Background
RUBEY & RUST CAPITAL MANAGEMENT, LLC was founded by John Rubey and Rebecca Rust, two experienced financial advisors with a passion for helping clients achieve their financial goals. With a team of highly skilled and knowledgeable advisors, the firm has established a reputation for providing top-notch financial advice and exceptional client service.
Financial Advisor Disclosures to Know
RUBEY & RUST CAPITAL MANAGEMENT, LLC has a clean record with regulatory bodies and has no legal or disciplinary actions against the firm or its advisors. The firm believes in transparency and upholds the highest ethical standards, ensuring that its clients’ best interests are always the top priority.