Rubey & Rust Capital Management, LLC

Overview

Rubey & Rust Capital Management, LLC is an independent registered investment adviser focused on fee-based portfolio and financial planning services for individuals, families and institutions. The firm runs both discretionary and non-discretionary mandates, with an explicit equity preference and a heavy reliance on exchange-traded instruments. Advisory activity includes financial planning, portfolio management for individuals and small businesses, institutional portfolio work and pension consulting. The firm does not identify as an active ESG investor and operates under a percentage-of-AUM fee model. Investment posture favors equities as the primary return engine. Management appears to blend market exposure through exchange-traded equities with traditional mutual fund strategies and selective allocations to real estate through third‑party managers. The mix of discretionary and non‑discretionary relationships indicates they support both advisor-directed and client-directed account structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices