RUBICON FOUNDERS, LLC

1316 Adams Street, Suite 400
Nashville, Tennessee 37208
Tel: 615-864-0524

About RUBICON FOUNDERS, LLC

RUBICON FOUNDERS, LLC, formally registered with the SEC as RUBICON FOUNDERS, LLC. The firm was established in 09/14/2021. They have over 1 offices throughout the country.

RUBICON FOUNDERS, LLC is a Nashville, Tennessee based Financial Planning firm with nearly $1,796,185,218 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 45 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315631
SEC#	801-122305
Assets Managed by Firm	$1,796,185,218
No. of Clients	12
No. of Advisors	45

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	12	$1,796,185,218

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