Boutique AUM Raub Brock Capital Management is a small, independent SEC-registered investment advisor with 2-10 employees, indicating a boutique firm profile that may benefit from specialized services, enhanced digital marketing, and scalable back-office solutions to support growth.

Growing AUM Signals Revenue is in the range of 1M to 10M, and the firm has a recent stake investment in Lincoln National, suggesting ongoing asset growth and potential needs for expanded custody, reporting, compliance tooling, and alternate investment capabilities.

Technology Stack Current tech includes iCIMS, Joomla, jQuery, and analytics tools, indicating opportunities to modernize talent acquisition, website experience, data analytics, and cybersecurity Posture with upgraded CMS, marketing automation, and secure data governance.

Competitive Benchmark Compared to large peers, Raub Brock operates with lean staffing yet targets long-term, prudent investing, presenting an opportunity to offer scalable outsourced CCO/CFD, CRM, compliance, and portfolio analytics services tailored for smaller RIA firms.

Growth Opportunities Recent publicized investment activity and a nationwide scope imply potential for strategic partnerships in fund marketing, client onboarding automation, performance reporting, and regulatory technology that can support expansion without proportionally increasing headcount.