RUTHERFORD CAPITAL, INC.
Firm details
- Headquarters
- GRANITE BAY, California
- CRD number
- 319416
- Registered since
- April 18, 2022
- Custodians
- ONEAMERICA SECURITIES, INC.
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Rutherford Capital, Inc. is a small advisory corporation registered with the SEC in 2022 that bills itself primarily as an advisor using a percentage-of-AUM fee model. Its filings list pension consulting among its advisory activities, and it identifies as an investment adviser operating with an individual owner structure. The firm reports its advisory arrangements as non-discretionary and does not describe itself as an ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents5%
Contacts
1 of 1MICHAEL THOMPSON
Partner, Wealth AdvisorCRD 6211875
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GRANITE BAY, CA
PLACER
Location
GRANITE BAY, CA
Headquartered in GRANITE BAY, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- PLACER
- Address
- 5925 Granite Lake Dr
- Time zone
- PT (UTC-8)
- Office locations
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