Insights

Boutique AUM Independent SEC registered advisor with a small team and annual revenue in the lower mid single digits indicates potential for targeted enterprise-grade advisory services, outsourced CIO capabilities, or modular investment operations support to scale investment processes.

Asset Growth Signals Recent stake acquisition in Lincoln National suggests ongoing asset gathering activity; opportunity to offer comparative performance analytics, enhanced due diligence tooling, or client onboarding solutions to support growth in mid-market portfolios.

Tech Stack Innovation Current tech includes iCIMS, Smarsh, Joomla, and analytics/servers; potential upsell of secure communications, compliance automation, data integration, and cloud-native portfolio analytics to improve efficiency for a small but growing RIA.

Compliance & Security Use of Smarsh and HSTS indicates emphasis on regulatory compliance and security; ideal use case for advanced monitoring, archiving, threat detection, and policy-driven data governance services tailored to RIAs.

Competitive Positioning Compared to large incumbents, Raub Brock presents a lean operation with potential for premium, personalized services; sales angles include boutique white-label platforms, outsourced operations, and scalable client onboarding for high-touch client experiences.

Similar companies to Raub Brock Capital Management

Raub Brock Capital Management Tech Stack

Raub Brock Capital Management uses 8 technology products and services including iCIMS, Smarsh, jsDelivr, and more. Explore Raub Brock Capital Management's tech stack below.

  • Applicant Tracking Systems
  • Smarsh
    Archiving
  • jsDelivr
    Content Delivery Network
  • Content Management System
  • HSTS
    Security
  • Web Analytics
  • Apache
    Web Servers
  • Apache HTTP Server
    Web Servers

Raub Brock Capital Management's Email Address Formats

Raub Brock Capital Management uses at least 3 email formats:
Raub Brock Capital Management Email FormatsExamplePercentage
First.Last@raubbrock.comJohn.Doe@raubbrock.com
71%
FirstLast@raubbrock.comJohnDoe@raubbrock.com
15%
First@raubbrock.comJohn@raubbrock.com
14%

Frequently Asked Questions

What is Raub Brock Capital Management's official website and social media links?

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Raub Brock Capital Management's official website is raubbrock.com and has social profiles on LinkedIn.

How much revenue does Raub Brock Capital Management generate?

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As of August 2026, Raub Brock Capital Management's annual revenue is estimated to be $1M - $10M.

What is Raub Brock Capital Management's SIC code and NAICS code?

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Raub Brock Capital Management's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Raub Brock Capital Management have currently?

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As of August 2026, Raub Brock Capital Management has approximately 8 employees across 1 continents, including North America. Key team members include Director Of Research: E. R., Analyst: J. R. and Retired: J. B. Explore Raub Brock Capital Management's employee directory with LeadIQ.

What industry does Raub Brock Capital Management belong to?

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Raub Brock Capital Management operates in the Financial Services industry.

What technology does Raub Brock Capital Management use?

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Raub Brock Capital Management's tech stack includes iCIMS, Smarsh, jsDelivr, Joomla, HSTS, Piwik PRO Core, Apache and Apache HTTP Server.

What is Raub Brock Capital Management's email format?

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Raub Brock Capital Management's email format typically follows the pattern of First.Last@raubbrock.com. Find more Raub Brock Capital Management email formats with LeadIQ.

When was Raub Brock Capital Management founded?

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Raub Brock Capital Management was founded in 2001.
Raub Brock Capital Management logo

Raub Brock Capital Management

Financial ServicesCalifornia, United States2-10 Employees

Raub Brock Capital Management is an independent, nationwide SEC-registered investment advisor based in Larkspur, California. The firm focuses on preserving and growing clients’ assets through a prudent, long-term investment approach, with an emphasis on helping clients manage their financial lives and resources effectively.

With a small professional team, the firm serves investors across the United States, positioning itself within the financial services industry as a disciplined advisory firm. A recent development notes the firm built a stake in Lincoln National in the first quarter, reflecting active portfolio management for its clients while maintaining a focus on steady, long-horizon outcomes.

Section iconCompany Overview

SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2001
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Raub Brock Capital Management's revenue is estimated to be in the range of $1M - $10M

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