Firm
Rubey & Rust Capital Management
Crystal Bay, Nevada
Fee-only
Rubey & Rust Capital Management at a glance
- One of 56 fee-only firms based in Nevada in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFA.
- Its Form ADV reports 3 employees and 140 individual clients, 44 of them high net worth.
- Its average account is about $746,000 (assets it manages divided by its 511 accounts).
Fee-only advisors in Nevada · What fee-only advisors charge in Nevada
Facts
| Based in | Crystal Bay, Nevada |
|---|---|
| Website | rubeyrust.com |
| Phone | (925) 997-0994 |
Rubey & Rust Capital Management fees
Rubey & Rust Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $381 million |
| Individual clients | 96 |
| High-net-worth clients | 44 |
| Accounts managed | 511 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-107286) |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 282776 |
Advisors at this firm (2)
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