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- Custodian
- Charles Schwab & Company · Northern Trust · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-09-2004
- Office Locations
- 1
Office Locations
About View Capital RIA, LP
View Capital Advisors is an independent Dallas-based RIA serving high-net-worth, highly independent clients (including entrepreneurs) with a disciplined, collaborative wealth management approach. The firm combines portfolio construction and planning (estate/charitable/insurance) with best-of-breed strategies spanning ETFs, fixed income, and alternative/private investments, and supports retail and institutional relationships. Custody includes Schwab and Pershing.
Reported data analysis
What the numbers show
Between March 26, 2025 and March 30, 2026, reported AUM increased 2.3%, from $1.8B to $1.8B.
Across 5 reported observations, AUM increased 15.5% between March 29, 2022 and March 30, 2026, from $1.6B to $1.8B.
Of the latest reported AUM, 34.1% is discretionary and 65.9% is non-discretionary.
The firm reports 11 advisory representatives and 141 clients, or 12.8 clients per representative. That equates to $12.9M in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on March 30, 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
- Services
- Technology
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The full View Capital RIA, LP record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JEFFREY GORDON RUPP
Chief Compliance Officer, Managing Director
- CRD
- #1505247
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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RAYMOND CRAIG BRUBAKER
Managing Director
- CRD
- #2578337
STEPHANIE ADAIR BYRD
Client Advisor
- CRD
- #2531482
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $619,394,926 | $6,882,166 |
| Non-Discretionary | $1,196,442,961 | $23,459,666 |
| Total | $1,815,837,887 | $12,878,283 |
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Separately Managed Accounts
SMA allocation detail is available
View Capital RIA, LP has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.