Raub Brock Capital Management, LP

Raub Brock Capital Management, LP (CRD# 153994) is a financial advisory firm headquartered in Larkspur, CA. They manage $2,288,042,948 in 5,677 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,288
    MILLION
  • Total Number of Accounts
    5,677
    ACCOUNTS
  • Average Account Value
    $403,037
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 investment companies (as well as "business development companies")
  • 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, PA, SC, TX, VA

Financial Advisors at Raub Brock Capital Management, LP
Showing 1 - 6 of 6 top financial advisors.
1
Richard H. Alpert
CRD#: 4487716
700 Larkspur Landing Circle, Suite 240, Larkspur, CA 94939

Richard Alpert (CRD# 4487716) is an Investment Advisor Representative working at Raub Brock Capital Management, LP in Larkspur, CA and has over 18 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
Ivan K. Dias
CRD#: 4839828
700 Larkspur Landing Circle, Suite 240, Larkspur, CA 94939

Ivan Dias (CRD# 4839828) 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.

3
Cheryl L. Gross
CRD#: 6134763
700 Larkspur Landing Circle, Suite 240, Larkspur, CA 94939

Cheryl Gross (CRD# 6134763) is an Investment Advisor Representative working at Raub Brock Capital Management, LP in Larkspur, CA and has over 4 years of experience in the finance industry. Cheryl Gross 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.

4
Zachary C. Norman
CRD#: 6775840
700 Larkspur Landing Circle, Suite 240, Larkspur, CA 94939

Zachary Norman (CRD# 6775840) 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.

5
David W. Raub
CRD#: 2104260
700 Larkspur Landing Circle, Suite 240, Larkspur, CA 94939

David Raub (CRD# 2104260) is an Investment Advisor Representative working at Raub Brock Capital Management, LP in Larkspur, CA and has over 24 years of experience in the finance industry.

6
Eric J. Richards
CRD#: 5009204
700 Larkspur Landing Circle, Suite 240, Larkspur, CA 94939

Eric Richards (CRD# 5009204) 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.

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