Rubicon Advisors is an SEC registered investment adviser organized as a partnership with a primary office location in Redding, CA. Its latest Form ADV filing, dated February 9, 2026, reports $421M in regulatory assets under management, 20 employees, 6 offices, and 2,219 accounts.
Assets Under Management
$421M
Employees
20
Offices
6 offices
Total Clients
1,391
Primary office
REDDING, CA
1640 EAST CYPRESS, SUITE A, REDDING, CA, United States
Top client segmentIndividuals represent 76.9% of total clients.
Top client categories% of clientsClients
1
Individuals
76.9%
1,070
2
HNWI
21.6%
300
3
Corporations
0.6%
9
4
Pension Plans
0.5%
7
5
Charitable
0.4%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$421Mas of February 9, 2026
Discretionary100.0%
$421M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$421M
Total Accounts2,219
10Y AUM Change+$319M (+314.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee70:1
10Y Employee Change+8 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.