9AT: RBP INVESTMENT ADVISORS INC.

Adviser Profile

As of Date	03/31/2026
Registration	SEC, Approved, 11/29/2005
Contact Info	(92 xxxxxxx
Websites

AUM^*	181,527,626 7%
of that, discretionary	181,527,626 7%
Number of Employees	4 -20%
of those in investment advisory functions	3
Private Fund GAV^*	0
Avg Account Size	734,930 22%
% High Net Worth	55.66% 7%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser OAK FINANCIAL GROUP INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM177.2m	#Funds-
Adviser TOWER VIEW WEALTH MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM317.9m	#Funds-
Adviser KEY WEALTH ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM9.3m	#Funds-
Adviser CONCENTRUM WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM986.8m	#Funds-
Adviser HEDEKER WEALTH LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM595.1m	#Funds-
Adviser CREEGAN & NASSOURA FINANCIAL GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM281.6m	#Funds-
Adviser FORTERIS WEALTH MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM219.0m	#Funds-
Adviser KAIZEN FINANCIAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM283.7m	#Funds-
Adviser KEYSTONE FINANCIAL GROUP, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM247.4m	#Funds-
Adviser HFG WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM505.6m	#Funds-

Brochure Summary

Overview

Who we are RBP Investment Advisors, Inc. (referred to as “we,” “our,” “us,” or “RBPIA”), has been registered as an investment advisor since November 2005. Our principal officers and owners are Richard B. Pear, President and Chief Compliance Officer and Peter F. Landini, Senior Vice President and Treasurer.
Wealth Management and Financial Planning Services We offer wealth management services to individuals, trusts, estates, and business entities. In order to offer our services effectively, we meet with clients and work with them to determine and evaluate their financial circumstances and investment objectives. We will then recommend an investment management program tailored to the client’s needs. The program is implemented on a discretionary basis only, managed by RBPIA. The management program may include investments in equities, bonds, mutual funds, exchange-traded funds, cash-equivalents, and other instruments. Further, investments are limited to securities that can be held in custody at Charles Schwab. As part of the service, we monitor performance and the investment markets, and reallocate clients’ assets among investments, as we deem appropriate.
Advice is provided by one of our two principals, Mr. Richard B. Pear in our Arizona office, or Mr. Peter F. Landini in our California office. Mr. Pear and Mr. Landini (“Advisors”) may employ different investment styles.
Financial planning services are offered in order to help clients

identify their short and long-term financial goals and objectives. When requested, a review of current cash flow and/or a long-term income and expense analysis will be completed.
We advise clients to prepare an Investment Policy Statement (IPS) and when requested, RBPIA will aid in the preparation. This document discusses the client's current financial situation and quantifies their future financial goals and objectives. Rate of return objectives are mostly tempered by a client's risk tolerance, but other factors also apply. These factors are usually constraints such as: time horizons, income/liquidity needs, tax considerations, legal and regulatory requirements, and unique preferences or circumstances. These considerations play a primary role in the determination of the asset allocations suggested to the client and in the individual investments used in the portfolio implementation.
Clients may place constraints on the asset allocation (the dollar allocation between cash, bonds, stocks and alternative investments) and the type of securities (individual securities, mutual funds, ETFs, etc.) used in the portfolio implementation. The client may request that specific investment sectors/industries be either included or excluded from use in their portfolio.
Assets under management As of December 31, 2023, we manage assets of $156.1 million on a discretionary basis. We do not manage client assets on a non-discretionary basis.

RBP INVESTMENT ADVISORS INC.

RBP INVESTMENT ADVISORS INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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RBP INVESTMENT ADVISORS INC. RBP INVESTMENT ADVISORS INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

RBP INVESTMENT ADVISORS INC.

RBP INVESTMENT ADVISORS INC.