Rugh Financial

Overview

Rugh Financial is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individuals and families, along with some small-business clients, delivering financial planning and portfolio management services. Its client billing mixes asset-based fees with hourly and fixed-fee arrangements, and the firm reports managing client assets on a non-discretionary basis. The adviser does not market itself as an ESG-focused manager, is not structured as a pension consultant or related adviser, and does not appear to operate as a capital allocator to external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives