Rubin Miller
Peltoma Capital Partners · Austin, Texas
Rubin Miller is a fee-only financial advisor at Peltoma Capital Partners in Austin, Texas, who holds the CFA credential. Peltoma Capital Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Peltoma Capital Partners |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $211.2M across 79 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MT, TX · CRD 6351574 |
| Exams passed | Series 63 (2015) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.peltomacapital.com |
How Rubin's firm compares
- Peltoma Capital Partners's average account is about $2.7 million, from its Form ADV (assets managed divided by 79 accounts).
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Questions about Rubin
Is Rubin Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rubin holds no broker registration, and Peltoma Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rubin charge for financial advice?
Rubin's firm, Peltoma Capital Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Rubin Miller based?
Rubin Miller is based in Austin, Texas.
What credentials does Rubin Miller hold?
Rubin Miller holds the CFA credential.
Is Rubin Miller registered with the SEC?
Yes. Rubin Miller is registered as an investment adviser representative in MT and TX (CRD 6351574), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Peltoma Capital Partners manage?
Peltoma Capital Partners reports $211.2M across 79 accounts in assets under management.
How do I contact Rubin Miller?
Through Rubin's website, www.peltomacapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
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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