Blake Rusk

Next-Gen · rank 40 · Houston, Texas · listed firm: RBC Wealth Management

Identity & firm

• Firm — RBC Wealth Management (high)
  • “Currently employed by and registered with the following Firm(s): IA RBC CAPITAL MARKETS, LLC 750 TOWN AND COUNTRY BLVD SUITE 325 & 175 HOUSTON, TX 77024 CRD# 31194 Registered with this firm since: 01/30/2013” — sec_finra_regulatory
• Parent company — Royal Bank of Canada (high)
  • “Firm Name: RBC CAPITAL MARKETS, LLC Main Office Address: 200 VESEY ST. NEW YORK, NY 10281 Firm CRD#: 31194” — sec_finra_regulatory
• Firm type — wirehouse (high)
  • “This individual is currently registered with 22 SROs and is licensed in 40 U.S. states and territories through his or her employer.” — sec_finra_regulatory
• Team name — The Drake Group (high)
  • “At the Drake Group, we assist you build towards and navigate retirement and life's other intensive planning moments; such as: selling a business, receiving an inheritance or switching jobs.” — firm_official
• Team size — 8 (high)
  • “Wes Pruitt, CFP® ... Blake Rusk, CFP® ... Linda Donovan ... Brent Garrett, CFP® ... Stephanie Brown ... Michelle Vaughn ... Kathy Hensarling ... Taryn Teves, APP” — firm_official
• CRD — 5939526 (high)
  • “BrokerCheck Report BLAKE THOMAS RUSK CRD# 5939526” — sec_finra_regulatory
• Years experience — 13 (medium)
  • “He "joined RBC over 13 years ago."” — firm_official
  • “B CAPSTONE ASSET PLANNING COMPANY CRD# 14970 HOUSTON, TX 11/2012 - 12/2012” — sec_finra_regulatory
• Designations — CFP (high)
  • “"CERTIFIED FINANCIAL PLANNER™ designation" after completing coursework at Rice University.” — firm_official

Book of business

• Team AUM ($M) — 2400 (high)
  • “Team Assets (Custodied): $2.4B” — forbes_shook
• Account minimum ($M) — gap: conflict_unresolved
• Typical client net worth ($M) — gap: unclear_definition
• Client niche — retirees and business owners converting life savings into retirement income (high)
  • “We understand it is our privilege to help convert your life savings into a consistent monthly income.” — firm_official
  • “As a business owner, you dedicate all of your energy and thinking to growing your business.” — firm_official
• Custodians — gap: not_applicable
• Fee model — fee_plus_commission (medium)
  • “Currently employed by and registered with the following Firm(s): IA RBC CAPITAL MARKETS, LLC ... B RBC CAPITAL MARKETS, LLC” — sec_finra_regulatory

Positioning & marketing

• Website url — https://us.rbcwealthmanagement.com/thedrakegroup/ (high)
  • “At the Drake Group, we assist you build towards and navigate retirement and life's other intensive planning moments; such as: selling a business, receiving an inheritance or switching jobs.” — firm_official
• Value proposition (verbatim) — We understand it is our privilege to help convert your life savings into a consistent monthly income. (high)
  • “We understand it is our privilege to help convert your life savings into a consistent monthly income.” — firm_official
  • “With over 100 years of combined investment experience, the Drake Group remains committed to putting the needs of our clients first.” — firm_official
• Differentiators — over 100 years of combined investment experience, converting life savings into consistent monthly income, navigating intensive planning moments: business sale, inheritance, job change, in-house senior portfolio managers construct the investment suite, business-owner transition and succession planning (high)
  • “With over 100 years of combined investment experience, the Drake Group remains committed to putting the needs of our clients first.” — firm_official
  • “At the Drake Group, we assist you build towards and navigate retirement and life's other intensive planning moments; such as: selling a business, receiving an inheritance or switching jobs.” — firm_official
• Content marketing — active (high)
  • “Aug 10, 2026 | "The earnings anchor"” — firm_official
  • “Jul 28, 2026 | "Should I sell assets or borrow against them? The math behind strategic liquidity decisions"” — firm_official
• Has podcast — no (medium)
  • “Aug 10, 2026 | "The earnings anchor"” — firm_official
• Books published — 0 (medium)
  • “Blake worked "as an equity, options and fixed income trader for a $5 billion Houston based money manager" and had "a stint at the corporate headquarters of RBC Wealth Management" before his current role.” — firm_official
• Linkedin url — gap: not_found_after_search
• Social presence — gap: not_public
• Press awards — Forbes/SHOOK Best-In-State Wealth Advisors, Texas (2024, 2025), Forbes/SHOOK Top Next-Gen Wealth Advisors (2022–2025), Forbes Best-In-State Wealth Management Teams, TX-Houston #14 (2025) (medium)
  • “Named a "Forbes/SHOOK Top Wealth Advisors Best-In Texas in 2024 and 2025" and "Forbes/SHOOK Top Next Gen Wealth Advisors from 2022-2025."” — firm_official

Visual brand

• Has distinct logo — no (high)
  • “The Drake Group uses the RBC Wealth Management corporate logo (no distinct team wordmark). The wordmark appears as standard RBC branding throughout.” — firm_official
• Logo url — https://us.rbcwealthmanagement.com/da-epic-us-theme/themes/da-theme-three-us/_wmos/images/rbc-wm-logo-en.png (medium)
  • “URL: /da-epic-us-theme/themes/da-theme-three-us/_wmos/images/rbc-wm-logo-en.png” — firm_official
• Visual brand notes — RBC corporate template: blue-and-white palette, clean corporate sans-serif, professional team headshots and office/business-owner stock photography. No team-specific visual system. (high)
  • “Palette: Blue-based corporate scheme (consistent with RBC Wealth Management standards) - Imagery: Professional office photography featuring business owners in contemplative workplace settings; team headshots emph” — firm_official

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