Investment adviser · CRD 110235
RUDNEY ASSOCIATES
Investment adviser filing (IA)
RUDNEY ASSOCIATES, INC.
ALAMO, CA, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $940M Form ADV · Item 5.F
- Client accounts
- 492 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 250 | $787,360,212 | 83.7% |
| Individuals | 200 | $112,375,000 | 12.0% |
| Retirement plans | 15 | $16,562,759 | 1.8% |
| Charities | 5 | $12,504,357 | 1.3% |
| Corporations & businesses | Fewer than 5 | $11,392,148 | 1.2% |
Filing source
Form ADV 2088636 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
1499 DANVILLE BLVD, SUITE 250ALAMO, CA, 94507, United States
CRD 110235
Filing source
Form ADV 2088636 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.