Raub Brock Capital Management, Lp

**Raub Brock Capital Management, LP Overview:** Raub Brock Capital Management, LP, a registered investment advisor based in Larkspur, California, has been providing investment management and financial planning services since 1989. The firm specializes in disciplined, bottom-up, concentrated U.S. equity investment management, with a primary focus on high-quality, dividend growth large-cap equity securities. As of December 31, 2024, the firm managed over $3.2 billion in assets, with a mix of discretionary and non-discretionary assets. **Advisory Services:** - The firm offers investment management services to individual private clients and institutional clients, including family offices, banks, pension and profit-sharing plans. - Minimum investment for individual private client accounts is generally $1 million. - Clients receive customized investment plans based on their financial objectives, risk tolerance, and liquidity needs. - The firm provides financial planning and consulting services, including retirement planning, employment compensation, and estate planning. **Fee Structure:** - Management fees for individual private client accounts are based on a percentage of the market value of investments, with rates ranging from 0.60% to 1.25%. - Institutional clients are charged a percentage of assets under management, typically ranging from 50 to 70 basis points. **Investment Strategy:** - The firm primarily uses fundamental analysis to identify high-quality companies with sustainable dividend growth. - Investment portfolios are tailored to individual client goals and risk tolerance, with a focus on long-term investments. **Compliance and Supervision:** - The firm operates as a fiduciary, acting in the best interests of clients. - All personnel are supervised by the Chief Compliance Officer to ensure compliance with regulations and firm policies. **Professional Team:** - The firm's team includes experienced professionals with diverse backgrounds and qualifications, such as CFP®, CFA®, and EA designations. For more detailed information, including individual team member bios and disciplinary history, refer to the full brochure supplement provided by Raub Brock Capital Management, LP.