This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-17-2015
- Office Locations
- 5
Office Locations
About Rubicon Advisors
Rubicon Advisors provides wealth management, financial planning, and insurance guidance tailored to individual goals, helping clients preserve and grow wealth through each life stage. Serving clients nationwide, the team focuses on portfolio construction and ongoing investment strategy implementation, commonly using mutual funds and ETFs, with an emphasis on risk management on the LPL Financial platform.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEVEN PAUL BOERO
Chief Compliance Officer, Owner, PARTNER, Registered Representative
- CRD
- #862282
- Ownership
- 50% but less than 75%
BRIAN BRADLEY RUSSELL
Owner, PARTNER, Registered Representative
- CRD
- #4731676
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
GREYSON Russell Pierce BACK
--
- CRD
- #8158718
ERIC BRANDON BATES
Registered Representative
- CRD
- #2489387
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $420,724,128 | $189,601 |
| Non-Discretionary | $0 | -- |
| Total | $420,724,128 | $189,601 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | 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 |
Continue browsing