RIA Intel›Advisers›Florida›RUBIK CAPITAL INC

RUBIK CAPITAL INC

Advisory

Data as of Aug 28, 2026 · Source: SEC Form ADV

Rank in FL

#1,795

of 2,610 advisers by AUM

Average account

$2M

across 14 accounts

AUM per adviser

$16M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 28, 2026.

Total AUM

$33M

Discretionary %

100%

Clients

14

Employees

15

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$33M

Discretionary AUM$33M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees15

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

14 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

HALYARD FINANCIAL, LLC

$33M

CW INSTITUTIONAL, LLC

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$33M

-19.7% 1Y

BARROW INVESTMENT MANAGEMENT INC

TAMPA, FL

$33M

+5.2% 1Y

CELAYA WEALTH MANAGEMENT GROUP, INC

$33M

PLATINUM PLANNING, INC.

SARASOTA, FL

$33M

LONIER FINANCIAL ADVISORY LLC

$33M

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