Rubey & Rust Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 12, 2026, reports $381M in regulatory assets under management, 3 employees, 1 office, and 511 accounts.
Top client segmentIndividuals represent 66.2% of total clients.
Top client categories% of clientsClients
1
Individuals
66.2%
96
2
HNWI
30.3%
44
3
Pension Plans
1.4%
2
4
Charitable
1.4%
2
5
Corporations
0.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$381Mas of March 12, 2026
Discretionary40.2%
$153M
40% of total RAUM40.2%
Non-discretionary59.8%
$228M
60% of total RAUM59.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$381M
Total Accounts511
10Y AUM Change+$234M (+159.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee48:1
10Y Employee Change0 (0.0%)
* 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.