Fee-only adviser · Portland, OR
Rubicon Global Group, Rubicon Global Advisors
Rubicon Global Group, Rubicon Global Advisors is a fee-only investment adviser registered with the securities regulator of Oregon, with its main office in Portland, Oregon. On its latest Form ADV, filed October 9, 2026, it reports $30M in regulatory assets under management, 65 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Oregon |
|---|---|
| Firm CRD number | 127585 · SEC file 801-67194 |
| Office | 7100 SW Hampton ST Suite 202 Portland, OR 97223 |
| Phone | (503) 997-2007 |
| Website | www.rubiconglobalgroup.com |
| Regulatory assets under management | $30M |
| Individual clients | 65 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management, Educational seminars |
| Employees | 2 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | October 9, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
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See all 58 fee-only advisers in Portland →
Nearby
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- Beaverton 15 firms
- Milwaukie 1 firm
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- Gladstone 1 firm
- Tualatin 2 firms
- Clackamas 6 firms
- West Linn 4 firms
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