|
⚲
|
| Keyboard |
| Raub Brock Capital Management LP
✚
|
|
|---|---|
| CRD # | 153994 |
| SEC # | 801-71732 |
| CIK # | 0001554656 |
| AUM | 2,928.5 M (2026-03-11) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 415-927-6990 |
| Address | 700 Larkspur Landing Circle Larkspur, CA 94939 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001554656 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | 17.9 | ||
| Lilly Eli & Co | 16.4 | ||
| AbbVie Inc | 16.0 | ||
| Parker Hannifin Corp | 15.3 | ||
| Carrier Global Corp | 13.4 | ||
| Sherwin Williams Co | 13.4 | ||
| Mastercard Inc | 13.3 | ||
| Eaton Corp Ltd | 13.1 | ||
| Amphenol Corp /DE/ | 12.7 | ||
| TJX Companies Inc /DE/ | 12.4 | ||
| Broadcom Inc | 12.1 | ||
| Ametek INC/ | 12.1 | ||
| Texas Instruments Inc | 12.0 | ||
| Caseys General Stores Inc | 11.6 | ||
| Motorola Inc | 10.9 | ||
| Microsoft Corp | 10.4 | ||
| McKesson Corp | 10.2 | ||
| Moodys Corp /DE/ | 10.1 | ||
| Nasdaq OMX Group Inc | 9.2 | ||
| Oracle Corp | 8.9 | ||
| iShares Gold Trust Micro | 7.8 | ||
| Alphabet Inc | 1.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 0.0 |
| (b) Individuals (high net worth individuals) | 81 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 24 | 2.6 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,352 | 2.9 |
| By Discretionary | ||
| Discretionary | 578 | 0.5 |
| Non-Discretionary | 5,774 | 2.5 |
| Total | 6,352 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 6,352 | 2.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001554656] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
SFMG LLC
✚
|
TX | 2,957.0 M |
|
Resonant Capital Advisors LLC
✚
|
WI | 2,955.1 M |
|
Birch Hill Investment Advisors LLC
✚
|
MA | 2,947.3 M |
|
SJS Investment Consulting Inc
✚
|
OH | 2,937.1 M |
|
Asset Dedication LLC
✚
|
CA | 2,932.9 M |
|
Windsor Advisory Group LLC
✚
|
OH | 2,924.6 M |
|
Cambiar Investors LLC
✚
|
CO | 2,923.4 M |
|
Bedel Financial Consulting Inc
✚
|
IN | 2,919.8 M |
|
The Renaissance Group LLC
✚
|
KY | 2,906.9 M |
|
Farther Asset Management LLC
✚
|
CA | 2,905.3 M |