Fruth Investment Management
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 107273
- Registered since
- March 10, 1992
- Website
- www.rjfruth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.7%
- Individuals7.62%
- Corporations / Businesses1.68%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fruth Investment Management is an independent, SEC-registered registered investment adviser organized as a corporation and in business since 1992. The firm is owner-operated and serves both individual/family clients and institutional accounts. Primary advisory services are financial planning and discretionary portfolio management for individuals and small businesses. Compensation is a mix of percentage-of-AUM and fixed fees. Fruth does not position itself as an ESG investor, is not classified as a multi-state adviser, and does not operate as a pension consultant or related/affiliated adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents14%
- US Government Bonds5%
- Public Funds/Mutual Funds1%
Contacts
3 of 3Drew Kittey
Wealth AdvisorCRD 7122051
Kymberly Watson
Customer Service SpecialistCRD 6223521
Richard Fruth
FounderCRD 215242
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$476K in ETFs
100%
$476K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US TIPS ETF (SCHP) | Schwab | Passive | Inflation Protected Bond | $238K | 9,000 | 50.00% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 820 Gessner Rd
- Time zone
- CT (UTC-6)
- Office locations
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