# Rubicon Global Group, Rubicon Global Advisors

> Rubicon Global Group, Rubicon Global Advisors is a state-registered investment advisory firm in Portland, OR, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 29, 2026.

- CRD: 127585
- Filed as: RUBICON GLOBAL GROUP, RUBICON GLOBAL ADVISORS
- Legal name: Rubicon Global Halal Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/127585
- AdvisorCensus page: https://advisorcensus.com/firm/rubicon-global-group-rubicon-global-advisors-portland-or-127585

## Quick answers

**How is Rubicon Global Group, Rubicon Global Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Rubicon Global Group, Rubicon Global Advisors reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Rubicon Global Group, Rubicon Global Advisors located?**
Rubicon Global Group, Rubicon Global Advisors' principal office is in Portland, OR, according to its Form ADV.

**Is Rubicon Global Group, Rubicon Global Advisors registered with the SEC or a state?**
Rubicon Global Group, Rubicon Global Advisors is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 127585.

**How much does Rubicon Global Group, Rubicon Global Advisors manage?**
Rubicon Global Group, Rubicon Global Advisors reports $30,000,000 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (100% discretionary).

**What types of clients does Rubicon Global Group, Rubicon Global Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (65).

**Does Rubicon Global Group, Rubicon Global Advisors report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years) and 11.E(1) (self-regulatory organization's finding of a false statement or omission). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/127585

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $30,000,000
- Discretionary: $30,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 65 | $30,000,000 |
| High net worth individuals | Fewer than 5 | Not reported |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops

### Firm details
- Registered since: 2007 (18 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.E(1): Has a self-regulatory organization (such as FINRA) or a commodities exchange ever found that the firm or an advisory affiliate made a false statement or omission?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/127585

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rubicon Global Group, Rubicon Global Advisors (CRD 127585): Form ADV filing data as of October 2026.