R.J. Sutts & Company

Overview

R.J. Sutts & Company operates as a small, independently owned registered investment adviser that focuses on individual and family clients. The firm charges fees as a percentage of assets under management and delivers core services of financial planning and discretionary portfolio management for individuals and small businesses. Its investment approach favors pooled public vehicles—primarily mutual funds—over large allocations to direct individual securities or complex private strategies. The adviser is not positioned as an active ESG investor and is organized to serve a single-state clientele rather than a multi-state national practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices