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RUBICON FOUNDERS, LLC

NASHVILLE, TN · CRD 315631 · IAPD ↗ · 615-864-0524

$2.26BRegulatory AUM
35Advisory reps
54Employees
0Clients
n/aPlanning clients
14Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2024 — RUBICON FOUNDERS, LLC crossed $1B in regulatory AUM ($698.7M -> $1.80B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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