Ruben Cano Consulting

Ruben Cano Consulting is a newly registered SEC investment adviser that offers discretionary and non‑discretionary portfolio management along with financial planning and consulting to individuals, high‑net‑worth individuals, and other investment advisers. The firm discloses no assets under management at the time of registration and uses percentage‑of‑AUM billing for portfolio management services.

The firm says it tailors portfolios based on client suitability information (objectives, risk tolerance, liquidity) and conducts ongoing monitoring and periodic rebalancing, with at least annual reviews; it will accept discretionary authority when clients grant trading authorization. Its stated methods combine technical, fundamental, and cyclical analysis and may include long‑ and short‑term trading, margin, short sales, option writing, derivatives, frequent trading, and a focus on market‑driven rather than tax‑efficient implementation unless otherwise agreed.

Notable features that distinguish this firm from many peers include a principal office located outside the United States and an affiliated educational company that provides financial and technical‑analysis instruction, disclosures the firm describes as potential conflicts of interest. The brochure also highlights an unusually broad set of investable instruments for a newly registered, small adviser—explicitly including digital assets, leveraged ETFs and other derivatives—and discloses contractual arrangements with third‑party promoters who receive a portion of advisory fees for client referrals.