Rubik Capital Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rubik Capital provides ongoing investment advisory and portfolio management to individuals, high-net-worth clients, and corporations. The firm documents client objectives in an Investment Policy Statement (IPS) and delivers investment supervisory services such as asset allocation, security selection, and regular portfolio monitoring, typically setting a $250,000 account guideline while occasionally accepting smaller accounts at the adviser's discretion.
The firm’s investment process combines fundamental and technical analysis and implements strategies that range from long-term holdings to short-term trading, including short sales, margin, and private investment recommendations. Rubik Capital expressly lists option contracts among permissible investments and may employ derivatives within managed accounts, a practice that is less common among comparable investment-manager firms.
As a small, recently formed adviser, Rubik Capital operates on a discretionary basis but leaves custody choices to clients and does not vote client proxies on their behalf. The firm’s compact structure, willingness to serve both institutional mandates and non‑high‑net‑worth individual clients, and explicit use of derivatives in managed accounts collectively distinguish its profile from many peers.
Client services
Expertise
Fee options
$250,000 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.50% Above $10,000,000+: Negotiable
Account minimum: $250,000
Main office
Montverde FL
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
-
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
Quick links
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")