Rubicon Global Group, Rubicon Global Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rubicon Global Halal Advisors works primarily with individual clients — including high-net-worth individuals — and also serves charitable organizations, trusts, corporations and pension or profit-sharing plans, providing discretionary investment management focused on aligning clients’ financial goals with their social and religious values. The firm manages roughly $30 million in discretionary assets and implements portfolios using corporate bonds, government agency securities, municipal obligations, mutual funds, ETFs and individual stocks.
The firm follows a customized, one-on-one process that uses interviews and questionnaires to set investment objectives and suitability, then exercises discretionary authority to implement and monitor tailored asset allocations with quarterly reporting. Its investment analysis draws on fundamental, technical and cyclical methods for long-term trading, and the adviser may engage sub-advisors where appropriate to refine asset-allocation strategies.
Distinctive elements in the brochure include an explicit emphasis on Halal investing and on community education: senior management operates nonprofit initiatives to advance Islamic-finance literacy and the firm hosts community and professional events and publications. The firm also discloses recent material amendments to its Form ADV (including an update to assets under management and the addition of a compliance officer) and describes arrangements to refer clients to third-party advisers with fee-sharing, which it identifies as a disclosed conflict 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 are asset-based and no commissions are received. Fee-only investment advisory firm.
Main office
7100 SW Hampton St, Suite 202
Portland OR 97223
Advisors at this office
2
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Nicholas W
Series 65
Portland, OR
Rubicon Global Group, Rubicon Global Advisors
Nicholas Westly is a financial advisor at Rubicon Global Group and Rubicon Global Advisors based in Portland, OR. He holds a Series 65 designation and has previous experience working at Leaf & Cole, LLP, Armanino, LLP, and Grant Thornton, LLP. He has also spent time as a full-time student most recently since 2023. Rubicon Global Halal Advisors primarily serves individual clients, including high-net-worth individuals, as well as charitable organizations, trusts, corporations, and pension or profit-sharing plans. The firm provides discretionary investment management focused on aligning clients’ financial goals with their social and religious values through customized asset allocations and a combination of fundamental, technical, and cyclical investment analysis.
Mohammad R
Series 63, Series 65, Series 66
Portland, OR
Rubicon Global Group, Rubicon Global Advisors
Mohammad Rahman is a financial advisor with Rubicon Global Group and Rubicon Global Advisors, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. He has led Rubicon Global Halal Advisors LLC since 2003. Rahman is the founder and president of the Institute of Halal Investing and the One Ummah Foundation, a nonprofit established in memory of his late son. He has also served as an adjunct lecturer at Portland State University. Rubicon Global Halal Advisors primarily serves individual clients, including high-net-worth individuals, as well as charitable organizations, trusts, corporations, and pension or profit-sharing plans. The firm provides discretionary investment management that aligns financial goals with social and religious values, using a customized process and a range of securities to manage approximately $30 million in discretionary assets.
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