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Ruggaard & Associates, LLC

● SEC registered since 1993CRD 107489SEC# 801-43618Hudson, OH
Export (members)
Reg. AUM
$346.9M
Employees
11
Accounts
945
Location
Hudson, OH

Ruggaard & Associates, LLC assets under management

Ruggaard & Associates, LLC is an investment advisory firm registered with the SEC based in Hudson, OH. The firm has been registered since 1993. It reports $346.9 million in regulatory assets under management and employs 11 people.
www.linkedin.com/company/ruggaardfinancialplannersView on SEC.gov ↗

Ruggaard & Associates, LLC owners & executives

10 reported
NameTitleOwnershipSince
David Adam Sleeter ControlVice President, Co-Portfolio ManagerUnder 5%2023
J 3 Capital, LLCMember10-25%2024
John Dean May ControlVice President, Co-Portfolio ManagerUnder 5%2022
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Frequently asked questions

How much does Ruggaard & Associates, LLC manage?

Ruggaard & Associates, LLC reports $346.9 million in regulatory assets under management on its Form ADV.

How many employees does Ruggaard & Associates, LLC have?

Ruggaard & Associates, LLC reports 11 employees.

Where is Ruggaard & Associates, LLC located?

Ruggaard & Associates, LLC is based in Hudson, OH and has been SEC-registered since 1993.

Does Ruggaard & Associates, LLC disclose fund performance?

Ruggaard & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address110 W Streetsboro St., Suite 1a, Hudson, OH 44236
Phone(330) 487-5888
Fax(330) 487-5886
Office hours9:00 - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$332.3M
Non-discretionary$14.6M
Total (RAUM)$346.9M