Raub Brock Capital Management, LP

Raub Brock Capital Management, LP (CRD# 153994) is a financial advisory firm headquartered in Larkspur, CA. They manage $822,144,760 in 2,887 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    822
    MILLION
  • Total Number of Accounts
    2,887
    ACCOUNTS
  • Average Account Value
    $284,775
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.

CA, TX

Financial Advisors at Raub Brock Capital Management, LP
Showing 1 - 5 of 5 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
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.

4
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 6 years of experience in the finance industry.

5
William J. Steinberger
CRD#: 5541333
700 Larkspur Landing Circle, Suite 240, Larkspur, CA 94939
88
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.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.