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Roman Butler Fullerton & Co.
Roman Butler Fullerton & Co, formally operating as RBF Wealth Advisors, is an SEC-registered investment advisory firm headquartered in St. Louis, Missouri. Founded in 1984, the firm serves over 2,000 client accounts, primarily individual investors—both high net worth and non-high net worth—alongside a select group of pension plans and charitable organizations. As of 2024–2025, the firm manages approximately $647 million in assets, employs around 18 professionals, and offers holistic wealth management tailored to client needs through a client-focused team of advisors with significant market expertise.
Investment Strategy
Roman Butler Fullerton & Co employs a customized investment strategy rooted in deep client engagement and ongoing portfolio review. The firm emphasizes developing a thorough understanding of each client’s financial circumstances and goals, crafting personalized financial plans that guide both asset allocation and individual security selection. Their investment process is geared toward identifying and actively managing quality securities, with ongoing monitoring and sensitivity to changing market conditions. Most assets are managed with full discretionary authority for individuals and families, with additional advisory for pension and charitable clients.
Latest 13F Filing Activity
Roman Butler Fullerton & Co. filed their most recent 13F report on Jun 30, 2025 disclosing 241 equity positions with a total 13F market value of $339M. The fund increased holdings in Nvidia Corporation, SPDR S&P 500 Etf TR, Microsoft Corp. among other positions. Roman Butler Fullerton & Co. reduced exposure to Adma Biologics Inc., Ishares TR, Krystal Biotech Inc. among others.
Top Holdings
Equity Positions (241)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 6.01% | $20.4M | 117,443 | $34.84 | $157.99 | +$7.7M |
M MSFT | MICROSOFT CORP | 4.74% | $16.1M | 31,282 | $221.45 | $497.41 | +$4.7M |
A AAPL | APPLE INC | 3.77% | $12.8M | 59,787 | $84.08 | $205.17 | +$1.6M |
A AMZN | AMAZON COM INC | 3.57% | $12.1M | 52,361 | $106.24 | $219.39 | +$2.7M |
S SPY | SPDR S&P 500 ETF TR | 2.95% | $10.0M | 15,726 | $510.70 | $617.85 | +$6.0M |
Industry Allocation
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