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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-01-2016
- Office Locations
- 2
Office Locations
About Rubey & Rust Capital Management, LLC
Rubey & Rust Capital Management is an independent, fee-only boutique RIA based in San Francisco’s East Bay. The CFA-led team works with individuals and families—working professionals, retirees, and those navigating rollovers, liquidity events, or inheritances—providing personalized financial planning and portfolio management. Portfolios are built with a strong ETF tilt and a collaborative, high-touch approach (serving some clients since 1992).
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
MARGARET RUBEY RUST
Chief Compliance Officer, Managing Member
- CRD
- #2282941
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ELIZABETH SANSFORD ELDRIDGE
--
- CRD
- #2592479
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $153,225,006 | $348,239 |
| Non-Discretionary | $227,801,875 | $3,208,477 |
| Total | $381,026,881 | $745,649 |
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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 |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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