# RBP Investment Advisors Inc.

> 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.

- CRD: 137830
- Filed as: RBP INVESTMENT ADVISORS INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/137830
- AdvisorCensus page: https://advisorcensus.com/firm/rbp-investment-advisors-inc-137830

## Quick answers

**How is RBP Investment Advisors Inc. compensated?**
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).

**How much does RBP Investment Advisors Inc. charge?**
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.

**Is RBP Investment Advisors Inc. registered with the SEC or a state?**
RBP Investment Advisors Inc. is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 137830.

**How much does RBP Investment Advisors Inc. manage?**
RBP Investment Advisors Inc. reports $181,527,626 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have RBP Investment Advisors Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does RBP Investment Advisors Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (59); individuals (other than high net worth individuals) (43).

**Which custodians does RBP Investment Advisors Inc. use?**
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.

**Does RBP Investment Advisors Inc. report any disciplinary disclosures?**
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

**Does RBP Investment Advisors Inc. state an account minimum?**
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."

**What changed in RBP Investment Advisors Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Added an office in Truckee, CA. No longer lists an office in Peoria, AZ.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> Asset management fees range up to 1.00% of the total amount of assets under management by RBPIA.

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Generally we require that you maintain $500,000 under management with us. However, we may waive that minimum at our sole discretion.

- Flat fee: $300 (a tailored Investment Policy Statement)

> We will charge an initial fixed fee of $300 for a tailored Investment Policy Statement which takes into

- Hourly rate: $125 to $350 an hour (hourly consulting services)

> 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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $181,527,626
- Discretionary: $181,527,626
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $25,554,192 |
| High net worth individuals | 59 | $147,239,672 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $8,733,762 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2005 (20 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Truckee, CA

### Websites listed on Form ADV (Item 1.I)
- rbpia.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $158,363,391 | 5 | March 11, 2021 |
| October 2022 | $178,408,845 | 5 | February 24, 2022 |
| October 2023 | $143,842,740 | 5 | March 31, 2023 |
| October 2024 | $156,129,204 | 5 | April 11, 2024 |
| October 2025 | $169,690,172 | 5 | April 7, 2025 |
| October 2026 | $181,527,626 | 4 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Added an office in Truckee, CA.
- No longer lists an office in Peoria, AZ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RBP Investment Advisors Inc. (CRD 137830): Form ADV filing data as of October 2026.