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RUBINBROWN ADVISORS LLC

CRD 116909File 801-62021
APPROVED
Retail clients
Custody
Filing as of Nov 3, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$3.27B
Top 25% of cohort (national)
Discretionary AUM
$6.4M
Non-discretionary $3.26B
Clients
1,107
3,918 accounts
Employees
23
Top 25% of cohort in MO

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
May 2, 2003
Principal office
7676 FORSYTH BLVD., SUITE 2100, ST. LOUIS, MO, 63105
Phone
314-290-3300

Assets & accounts

ADV Item 5F
Total regulatory AUM
$3.27B
Discretionary AUM
$6.4M
Non-discretionary AUM
$3.26B
Discretionary accounts
5
Non-discretionary accounts
3,913
Total accounts
3,918
AUM per client
$3.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizations6$15.4M
High net worth individuals728$3.08B
Individuals (other than high net worth individuals)373$176.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Financial planning services
  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.