Investment adviser · CRD 167545
RUTHERFORD INVESTMENT MANAGEMENT
Investment adviser filing (IA)
WD RUTHERFORD LLC
PORTLAND, OR, United States · Form ADV filed Feb 9, 2026
- Regulatory AUM
- $250M Form ADV · Item 5.F
- Client accounts
- 126 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 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 | 47 | $221,688,696 | 88.7% |
| Pooled investment vehicles | 1 | $20,264,597 | 8.1% |
| Individuals | 15 | $6,977,226 | 2.8% |
| Retirement plans | Fewer than 5 | $1,053,800 | 0.4% |
Filing source
Form ADV 2049394 · Feb 9, 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: Feb 9, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
10300 SW GREENBURG ROAD, SUITE 115PORTLAND, OR, 97223, United States
CRD 167545
Filing source
Form ADV 2049394 · Feb 9, 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.