{
  "crd_number": 137830,
  "slug": "rbp-investment-advisors-inc-137830",
  "primary_business_name": "RBP INVESTMENT ADVISORS INC.",
  "legal_name": "RBP INVESTMENT ADVISORS INC.",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2005-11-29",
  "years_registered": 20,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 181527626.0,
  "raum_discretionary": 181527626.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 25554192.0,
      "count": 43
    },
    "pension_profit_sharing": {
      "raum": 8733762.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 147239672.0,
      "count": 59
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "OR",
    "TX"
  ],
  "websites": [
    "https://rbpia.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/137830",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/rbp-investment-advisors-inc-137830",
  "display_name": "RBP Investment Advisors Inc.",
  "summary": "RBP Investment Advisors Inc. is an SEC-registered investment advisory firm, registered since 2005, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. RBP Investment Advisors Inc. (CRD 137830): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is RBP Investment Advisors Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), RBP Investment Advisors Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does RBP Investment Advisors Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states); Flat fee: $300 (a tailored Investment Policy Statement); Hourly rate: $125 to $350 an hour (hourly consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is RBP Investment Advisors Inc. registered with the SEC or a state?",
      "a": "RBP Investment Advisors Inc. is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 137830."
    },
    {
      "q": "How much does RBP Investment Advisors Inc. manage?",
      "a": "RBP Investment Advisors Inc. reports $181,527,626 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have RBP Investment Advisors Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for RBP Investment Advisors Inc.: Regulatory assets under management: $158,363,391 in the October 2021 data and $181,527,626 in the October 2026 data, up 15%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does RBP Investment Advisors Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (59); individuals (other than high net worth individuals) (43)."
    },
    {
      "q": "Which custodians does RBP Investment Advisors Inc. use?",
      "a": "RBP Investment Advisors Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does RBP Investment Advisors Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/137830"
    },
    {
      "q": "Does RBP Investment Advisors Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"Generally we require that you maintain $500,000 under management with us. However, we may waive that minimum at our sole discretion.\""
    },
    {
      "q": "What changed in RBP Investment Advisors Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Added an office in Truckee, CA. No longer lists an office in Peoria, AZ."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 158363391.0,
      "total_employees": 5,
      "filing_date": "2021-03-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 178408845.0,
      "total_employees": 5,
      "filing_date": "2022-02-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 143842740.0,
      "total_employees": 5,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 156129204.0,
      "total_employees": 5,
      "filing_date": "2024-04-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 169690172.0,
      "total_employees": 5,
      "filing_date": "2025-04-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 181527626.0,
      "total_employees": 4,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Added an office in Truckee, CA.",
        "No longer lists an office in Peoria, AZ."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1% of assets a year",
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $300 (a tailored Investment Policy Statement)",
      "Hourly rate: $125 to $350 an hour (hourly consulting services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Asset management fees range up to 1.00% of the total amount of assets under management by RBPIA."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Generally we require that you maintain $500,000 under management with us. However, we may waive that minimum at our sole discretion."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $300 (a tailored Investment Policy Statement)"
        ],
        "quotes": [
          "We will charge an initial fixed fee of $300 for a tailored Investment Policy Statement which takes into"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $125 to $350 an hour (hourly consulting services)"
        ],
        "quotes": [
          "RBPIA provides hourly consulting services to clients upon request. The fee for this service will range from $125 to $350 per hour depending upon the"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.0,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "a tailored Investment Policy Statement"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 125.0,
          "max": 350.0,
          "period": "hour",
          "service": "hourly consulting services"
        }
      ]
    },
    "quotes": [
      "Asset management fees range up to 1.00% of the total amount of assets under management by RBPIA.",
      "Generally we require that you maintain $500,000 under management with us. However, we may waive that minimum at our sole discretion.",
      "We will charge an initial fixed fee of $300 for a tailored Investment Policy Statement which takes into",
      "RBPIA provides hourly consulting services to clients upon request. The fee for this service will range from $125 to $350 per hour depending upon the"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/rbp-investment-advisors-inc-137830.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 43,
      "fewer_than_5": false,
      "raum": 25554192.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 59,
      "fewer_than_5": false,
      "raum": 147239672.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 8733762.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/137830",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}