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Raub Brock Capital Management
Raub Brock Capital Management is an SEC-registered investment adviser in Larkspur, CA, registered since 2010. The firm manages $2.9 billion in assets, with...
Raub Brock Capital Management
Raub Brock Capital Management is an SEC-registered investment adviser in Larkspur, CA, registered since 2010. The firm manages $2.9 billion in assets, with $467 million managed on a discretionary basis. It has 9 employees and 6 investment advisers.
General information
Firm type
null
Year founded
1991
AUM
$3.22 billion (per firm website, undated)
Location
Region
North America
Country
United States
City
Larkspur
Corporate office
700 Larkspur Landing Circle Suite 240, Larkspur, CA 94939, United States
Frequently asked questions
What is Raub Brock's investment approach?
The firm runs a single concentrated, high-quality growth-equity portfolio branded as the Dividend Growth Strategy. The stated objectives are long-term capital appreciation paired with principal protection and reduced volatility. The portfolio is composed exclusively of public equities, with no disclosed exposure to private markets, credit, or real assets.
Who runs investment decisions at Raub Brock?
The firm does not name its current investment committee, portfolio managers, or principals on its public website. The original founders established the firm in 1991, but their identities and current involvement are not verifiable through primary sources.
Is Raub Brock structured as a family office?
No. Raub Brock Capital Management is an independent, employee-owned SEC Registered Investment Advisor. It serves external clients — individuals, families, trusts, retirement accounts, endowments, and foundations — and does not operate as a single-family office or manage exclusively proprietary capital.
What types of clients does Raub Brock serve?
The firm's disclosed client base includes individuals and families, trusts, retirement accounts, endowments, family offices, and foundations. The client roster implies a mix of high-net-worth private investors and small institutions, all serviced through a unified equity strategy.
Does Raub Brock participate in private investments or fund-of-funds allocations?
No private-market or fund-of-funds activity is disclosed. The firm's sole stated strategy is a concentrated long-only public-equity portfolio, with no reference to venture capital, private equity, hedge fund allocations, or co-investments.
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