Jake Bulian
Traub Capital Management · Needham, Massachusetts
Jake Bulian is a fee-only financial advisor at Traub Capital Management in Needham, Massachusetts, who holds the CFA credential. Traub Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Traub Capital Management |
|---|---|
| Based in | Needham, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $210.8M across 131 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, MA, TX · CRD 8130614 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | traubcapital.com |
| Profile |
How Jake's firm compares
- Traub Capital Management's average account is about $1.6 million, from its Form ADV (assets managed divided by 131 accounts).
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Questions about Jake
Is Jake Bulian a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jake holds no broker registration, and Traub Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jake charge for financial advice?
Jake's firm, Traub Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jake Bulian based?
Jake Bulian is based in Needham, Massachusetts.
What credentials does Jake Bulian hold?
Jake Bulian holds the CFA credential.
Is Jake Bulian registered with the SEC?
Yes. Jake Bulian is registered as an investment adviser representative in FL, MA and TX (CRD 8130614), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Traub Capital Management manage?
Traub Capital Management reports $210.8M across 131 accounts in assets under management.
How do I contact Jake Bulian?
Through Jake's website, traubcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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