Rutherford Investment Management
Rutherford Investment Management is an SEC-registered ria in Portland, OR with $250.0M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Rutherford Investment Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 167545, SEC 801-117368, data through 2026-02-09.
- AUM (assets under management / regulatory AUM)
- $250.0M (2026-02-09)
- Firm type
- Ria
- Location
- Portland, OR
- Employees
- 4
- Clients
- 65
- CRD
- 167545
- Ownership
- ULATOWSKI, JAMES, M.; RUTHERFORD, WILLIAM, DRAKE; COOK, JAMES, M.; LAMB, JOAN, W ROBERTSON
How much AUM does Rutherford Investment Management have?
Rutherford Investment Management reported $250.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-09).
Who owns Rutherford Investment Management?
Disclosed owners and executives of Rutherford Investment Management include ULATOWSKI, JAMES, M., RUTHERFORD, WILLIAM, DRAKE, COOK, JAMES, M., LAMB, JOAN, W ROBERTSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.