Raub Brock Capital Management, LP

Raub Brock Capital Management, LP (CRD# 153994) is a financial advisory firm headquartered in Larkspur, CA. They manage $1,000,476,696 in 3,847 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,000
    MILLION
  • Total Number of Accounts
    3,847
    ACCOUNTS
  • Average Account Value
    $260,067
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, IL, LA, NH, NJ, NY, SC, TX, VA

Financial Advisors at Raub Brock Capital Management, LP
Showing 1 - 8 of 8 top financial advisors.
1
Richard H. Alpert
CRD#: 4487716
700 Larkspur Landing Circle, Suite 240, Larkspur, CA 94939
96
Wealthminder
score

Richard Alpert (CRD# 4487716) is an Investment Advisor Representative working at Raub Brock Capital Management, LP in Larkspur, CA and has over 15 years of experience in the finance industry. Richard Alpert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Corey B. Long
CRD#: 4870400
700 Larkspur Landing Circle, Suite 240, Larkspur, CA 94939
96
Wealthminder
score

Corey Long (CRD# 4870400) is an Investment Advisor Representative working at Raub Brock Capital Management, LP in Larkspur, CA and has over 13 years of experience in the finance industry. Corey Long has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Eric J. Richards
CRD#: 5009204
700 Larkspur Landing Circle, Suite 240, Larkspur, CA 94939
96
Wealthminder
score

Eric Richards (CRD# 5009204) is an Investment Advisor Representative working at Raub Brock Capital Management, LP in Larkspur, CA and has over 12 years of experience in the finance industry.

4
David W. Raub
CRD#: 2104260
700 Larkspur Landing Circle, Suite 240, Larkspur, CA 94939
93
Wealthminder
score

David Raub (CRD# 2104260) is an Investment Advisor Representative working at Raub Brock Capital Management, LP in Larkspur, CA and has over 21 years of experience in the finance industry.

5
Jason P. Rodnick
CRD#: 5869427
700 Larkspur Landing Circle, Suite 240, Larkspur, CA 94939
93
Wealthminder
score

Jason Rodnick (CRD# 5869427) is an Investment Advisor Representative working at Raub Brock Capital Management, LP in Larkspur, CA and has over 7 years of experience in the finance industry.

6
Cheryl L. Rusting
CRD#: 6134763
700 Larkspur Landing Circle, Suite 240, Larkspur, CA 94939
91
Wealthminder
score

Cheryl Rusting (CRD# 6134763) is an Investment Advisor Representative working at Raub Brock Capital Management, LP in Larkspur, CA and has 1 year of experience in the finance industry. Cheryl Rusting has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
William J. Steinberger
CRD#: 5541333
700 Larkspur Landing Circle, Suite 240, Larkspur, CA 94939
90
Wealthminder
score

William Steinberger (CRD# 5541333) is an Investment Advisor Representative working at Raub Brock Capital Management, LP in Larkspur, CA and has over 3 years of experience in the finance industry.

8
Zachary C. Norman
CRD#: 6775840
700 Larkspur Landing Circle, Suite 240, Larkspur, CA 94939
87
Wealthminder
score

Zachary Norman (CRD# 6775840) is an Investment Advisor Representative working at Raub Brock Capital Management, LP in Larkspur, CA and has 1 year of experience in the finance industry.

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