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RUBEY & RUST CAPITAL MANAGEMENT, LLC

· CRD 282776 · IAPD ↗ · rubeyrust.com · 925-997-0994

$381.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2024 — RUBEY & RUST CAPITAL MANAGEMENT, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — RUBEY & RUST CAPITAL MANAGEMENT, LLC reported RAUM up 37% ($236.2M -> $323.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.