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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-25-2011
- Office Locations
- 1
Office Locations
About LDL Capital Management, LLC
LPL Financial provides personalized investment advice, financial planning, and sophisticated wealth management, along with banking/lending, insurance, and tax-planning solutions. It serves advisors, wealth management institutions, and individual investors, with a customizable approach for institutional programs. LPL Research publishes regular market commentary and podcasts to support ongoing client engagement.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 25 clients, or 25 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on February 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full LDL Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROBERT MARK RUBIN
Analyst, Chief Compliance Officer, Managing Member
- CRD
- #2768831
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,748,481 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,748,481 | -- |
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Separately Managed Accounts
SMA allocation detail is available
LDL Capital Management, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.