Gregory Sommer
Raub Brock Capital Management · Larkspur, California
Gregory Sommer is a fee-only financial advisor at Raub Brock Capital Management in Larkspur, California, who holds the CFA credential. Raub Brock Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Raub Brock Capital Management |
|---|---|
| Based in | Larkspur, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.93B across 6,352 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 5494878 |
| Exams passed | Series 66 (2008) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.raubbrock.com |
How Gregory's firm compares
- Raub Brock Capital Management's average account is about $461,000, from its Form ADV (assets managed divided by 6,352 accounts).
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Questions about Gregory
Is Gregory Sommer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Raub Brock Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, Raub Brock Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gregory Sommer based?
Gregory Sommer is based in Larkspur, California.
What credentials does Gregory Sommer hold?
Gregory Sommer holds the CFA credential.
Is Gregory Sommer registered with the SEC?
Yes. Gregory Sommer is registered as an investment adviser representative in CA (CRD 5494878), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Raub Brock Capital Management manage?
Raub Brock Capital Management reports $2.93B across 6,352 accounts in assets under management.
How do I contact Gregory Sommer?
Through Gregory's website, www.raubbrock.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Larkspur
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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