Rubicon Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

174447

SEC number

801-109012

Firm type

RIA

Assets under management

$420.7M as of Feb 9, 2026

Website

www.facebook.com/lplrubiconadvisors/?ref=page_internal ↗

Phone

530-223-5357

Address

1640 East Cypress, Redding, CA, 96002

Advisors at this firm

11 in our index · page 1 of 1

• Greyson Russell Pierce BackCRD 8158718 · Grants Pass, OR
  IA RegisteredBroker
• Eric Brandon BatesCRD 2489387 · Roseville, CA
  IA RegisteredBroker
• Michael BereznakCRD 8168239 · Redding, CA
  IA RegisteredBroker
• Terall Deane BlalockCRD 2088638 · Redding, CA
  IA RegisteredBroker
• Nicholas Paul BoeroCRD 6923681 · Redding, CA
  IA RegisteredBroker
• Steven Paul BoeroCRD 862282 · Redding, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Kevin Paul CrandellCRD 7229328 · Redding, CA
  IA RegisteredBroker
• Mark MotellCRD 5761970 · Roseville, CA
  IA RegisteredBroker
• Brian Bradley RussellCRD 4731676 · Roseville, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Brian Jeffrey StephensCRD 5196738 · Redding, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• John Stuart WinnCRD 5525954 · Redding, CA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.