Investment adviser · CRD 319416
RUTHERFORD CAPITAL, INC.
Investment adviser filing (IA)
GRANITE BAY, CA, United States · Form ADV filed Sep 22, 2022
- Regulatory AUM
- $10.5M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 1 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 |
|---|---|---|---|
| Retirement plans | Fewer than 5 | $10,500,000 | 100.0% |
Filing source
Form ADV 1677415 · Sep 22, 2022 · 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: Sep 22, 2022. View historical filings
Reported services
Pension consulting
Compensation
Percentage of assets
Principal office
5925 GRANITE LAKE DRIVE, SUITE 130GRANITE BAY, CA, 95746, United States
CRD 319416
Filing source
Form ADV 1677415 · Sep 22, 2022 · 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.