Rubicon Advisors
Rubicon Advisors is an SEC-registered mass-market adviser in Redding, CA with $420.7M assets under management (AUM, regulatory AUM), +43% over one year. See who owns Rubicon Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174447, SEC 801-109012, data through 2026-02-09.
- AUM (assets under management / regulatory AUM)
- $420.7M (2026-02-09)
- Firm type
- Mass-Market Adviser
- Location
- Redding, CA
- Employees
- 20
- Clients
- 1,391
- CRD
- 174447
- Ownership
- RUSSELL, BRIAN, BRADLEY; BOERO, STEVEN, PAUL; TENAGLIA, ANDREW, FRANCIS; RUSSELL, BRIAN, B
How much AUM does Rubicon Advisors have?
Rubicon Advisors reported $420.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-09).
Who owns Rubicon Advisors?
Disclosed owners and executives of Rubicon Advisors include RUSSELL, BRIAN, BRADLEY, BOERO, STEVEN, PAUL, TENAGLIA, ANDREW, FRANCIS, RUSSELL, BRIAN, B. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.