Rubicon Global Group, Rubicon Global Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management and portfolio design for individuals, high‑net‑worth clients, charitable organizations, trusts, corporations, and pension or profit‑sharing plans, offering financial planning, investment selection, ongoing monitoring, and reporting. Its brochure states it manages approximately $26 million on a discretionary basis and implements portfolios using corporate bonds, government agency securities, municipal obligations, mutual funds, exchange‑traded funds, and individual stocks.
The firm’s investment approach blends fundamental analysis, charting/technical analysis, and cyclical analysis and typically emphasizes long‑term trading adapted to each client’s objectives and risk tolerance. It delivers customized, discretionary portfolio management with quarterly reviews, may utilize sub‑advisors when recommended, and encourages regular client review of plans and holdings.
The firm is organized around values‑based (Halal) investing: the principal founded an Institute of Halal Investing and a private non‑profit dedicated to eliminating child labor, and the brochure notes the firm hosts community and professional events and provides publications free of charge. The brochure also discloses that the firm may direct clients to third‑party advisers (including fee‑split arrangements), recommends Schwab Institutional as a custodian while noting a planned custodian change, and explains related potential conflicts of interest.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000+: Negotiable
Account minimum: $100,000 Fee-only: Fees based on percentage of assets under management, billed quarterly in advance. No commissions.
Main office
7100 SW Hampton St, Suite 202
Portland OR 97223
Advisors at this office
1
Most active in
Oregon
Also doing business as
Rubicon Global Advisors · Rubicon Global Asset Management, LLC · Rubicon Global Group · Rubicon Global Group, Rubicon Global Advisors · Rubicon Global Halal Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)