{"url":"https://nivawealth.com/firms/rbp-investment-advisors-137830","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/137830","regulatoryAum":181527626,"crd":"137830","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1618991","suffix":null,"lastName":"LANDINI","firstName":"PETER","middleName":"FREDERICK"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-11","regulatoryAum":158363391,"clients":127,"employees":5,"offices":2},{"filedOn":"2022-02-24","regulatoryAum":178408845,"clients":127,"employees":5,"offices":2},{"filedOn":"2023-03-31","regulatoryAum":143842740,"clients":126,"employees":5,"offices":2},{"filedOn":"2024-04-11","regulatoryAum":156129204,"clients":120,"employees":5,"offices":2},{"filedOn":"2025-04-07","regulatoryAum":169690172,"clients":111,"employees":5,"offices":2},{"filedOn":"2026-03-31","regulatoryAum":181527626,"clients":102,"employees":4,"offices":2}],"secFileNumber":"801-64902","legalName":"RBP Investment Advisors Inc.","displayName":"RBP Investment Advisors","slug":"rbp-investment-advisors-137830","website":"https://rbpia.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/137830/1705834cc8acc800-r1.webp","tone":"dark","width":474,"height":200,"sourceUrl":"https://www.rbpia.com","sourceLabel":"RBP Investment Advisors Inc., website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"California corporation","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":[],"registration":{"secApproved":"29 November 2005","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1694057.4901960783,"staff":{"employees":4,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":181527626,"discretionary":181527626,"discretionaryAccounts":247,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":1},"clientTypes":[{"label":"Individuals (other than HNW)","clients":43,"regulatoryAum":25554192},{"label":"High-net-worth individuals","clients":59,"regulatoryAum":147239672},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":8733762}],"feePrograms":[{"role":"main","program":"Asset management fees","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035562","versionId":1035562,"ratePeriod":"not_stated","fee_billing":"arrears","submittedOn":"2026-03-31","documentName":"DISCLOSURE DOCUMENT FOR ALL CLIENTS","fee_rate_low":null,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning","summary":"A personalized financial plan is charged an additional $700 to $2,700, depending on the complexity of the client's needs.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035562","versionId":1035562,"submittedOn":"2026-03-31","documentName":"DISCLOSURE DOCUMENT FOR ALL CLIENTS"},{"role":"other","program":"Hourly consulting","summary":"Hourly consulting services range from $125 to $350 per hour, depending on complexity.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035562","versionId":1035562,"submittedOn":"2026-03-31","documentName":"DISCLOSURE DOCUMENT FOR ALL CLIENTS"},{"role":"other","program":"Investment policy statement","summary":"A tailored Investment Policy Statement is charged a fixed fee of $300.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035562","versionId":1035562,"submittedOn":"2026-03-31","documentName":"DISCLOSURE DOCUMENT FOR ALL CLIENTS"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T13:21:55.466468+00:00","documents":[{"name":"DISCLOSURE DOCUMENT FOR ALL CLIENTS","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035562","versionId":1035562,"submittedOn":"2026-03-31"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":181527626}],"custodyNote":"RBP Investment Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Peter Landini","title":"SR. Vice President/Treasurer/Chief Compliance Officer","crd":"1618991"},{"name":"Richard Pear","title":"President","crd":"358744"}],"ownership":[{"label":"Richard Pear","detail":"President in the 50% to 75% ownership band and a control person, since September 2005."},{"label":"Peter Landini","detail":"Sr. vice president/treasurer/chief compliance officer in the 25% to 50% ownership band and a control person, since October 2005."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"11209 Brockway Road","city":"Truckee"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"925-855-3880","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":17},{"label":"U.S. government/agency bonds","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":75},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/137830/PDF/137830.pdf","brochureDate":"31 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035562","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does RBP Investment Advisors have?","answer":"RBP Investment Advisors has 102 clients and manages $182 million for them, as of March 2026. They include 59 high-net-worth individuals and 43 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does RBP Investment Advisors offer?","answer":"RBP Investment Advisors provides financial planning and portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does RBP Investment Advisors charge?","answer":"RBP Investment Advisors charges up to 1.00% for its Asset management fees. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable.","source":"DISCLOSURE DOCUMENT FOR ALL CLIENTS, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does RBP Investment Advisors use?","answer":"RBP Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $182M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does RBP Investment Advisors have?","answer":"RBP Investment Advisors has 1 investment adviser representative registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does RBP Investment Advisors invest in?","answer":"At the end of its last fiscal year, RBP Investment Advisors’ separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities, 5% cash and equivalents and 3% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns RBP Investment Advisors?","answer":"RBP Investment Advisors’ direct owners are Richard Pear (50% to 75%) and Peter Landini (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does RBP Investment Advisors get paid?","answer":"RBP Investment Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact RBP Investment Advisors?","answer":"Its phone number is 925-855-3880. Its website is rbpia.com.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}