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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-1984
- Office Locations
- 2
Office Locations
About RBF Wealth Advisors
St. Louis-based RBF Wealth Advisors provides personalized financial planning and portfolio construction for families navigating retirement and other life transitions. The team emphasizes long-term, risk-managed asset allocation using ETFs and mutual funds, with tax, estate, charitable, insurance and business-succession planning as needed. Custody relationships include Schwab and Fidelity/NFS, and the firm serves both retail and institutional clients.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PAUL THOMAS FULLERTON
Chief Compliance Officer, President
- CRD
- #4699243
- Ownership
- 75% or more
ANTHONY EDWARD KALINOWSKI
Investment Adviser Representative
- CRD
- #1666634
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CHRISTOPHER JAMES BURKE
Owner
- CRD
- #2263005
ROBERT WILLIAM BUTLER JR
Wealth Advisor
- CRD
- #1005779
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $716,138,721 | $295,803 |
| Non-Discretionary | $0 | -- |
| Total | $716,138,721 | $295,803 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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