Margaret Rubey Rust

Employer firm

Rubey & Rust Capital Management, LLC CRD 282776

$381M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Rubey & Rust Capital Management, Llc

Crystal Bay, NV • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-02
NV	RA	APPROVED	2025-01-02

CA RA
APPROVED

Since 2025-01-02
NV RA
APPROVED

Since 2025-01-02

Branch Locations

Crystal Bay, NV • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Rubey & Rust Capital Management Llc	Walnut Creek	CA	03/2016	Present

03/2016 → Present

Rubey & Rust Capital Management Llc

Walnut Creek, CA

Previous Registrations

1997-07-08 → 2016-06-30

Protected Investors Of America

Walnut Creek, CA

Alamo, CA
2002-10-09 → 2012-01-19

Rubey & Rust Capital Management

Walnut Creek, CA

Other Businesses

1. RUBEY & RUST CAPITAL MANAGEMENT. 2528 ALAMO COUNTRY CIRCLE, ALAMO, CA 94507. INDIVIDUAL TAX PREPARATION & INVESTMENT ADVISORY SERVICES. APPROX 160 H/P/M ALL OF WHICH ARE DURING TRADING HOURS. INVESTMENT RELATED. 2. ARBONNE PRODUCT SALES - WELLNESS PRODUCTS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-12-29
S63	Uniform Securities Agent State Law Examination	1992-11-25

S65 Uniform Investment Adviser Law Examination

1998-12-29
S63 Uniform Securities Agent State Law Examination

1992-11-25

Designations

Chartered Financial Analyst

Other Names

Margaret Ruth Rubey

View on SEC IAPD