Rubicon Financial Group, LLC

Overview

Rubicon Financial Group, LLC is organized as a domestic limited liability company that operates primarily as an insurance broker and as an allocator of capital. The firm’s stated advisory activity is the selection of other advisers, which indicates its role is oriented toward sourcing, vetting and placing client assets with external managers rather than running proprietary portfolios in-house. Its fee structure is listed as “other,” and it is not identified as an active ESG investor. The firm is not described as a multi-state adviser, a pension consultant, a related adviser to another firm, or a newly formed adviser.

Assets & Accounts

Investments & Alternatives