FRUTH INVESTMENT MANAGEMENT

Overview

Fruth Investment Management is an independent registered investment adviser that has managed client portfolios since the early 1990s. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small businesses, and it serves some institutional relationships. Fruth runs a fee model that combines a percentage-of-AUM charge with fixed fees for planning work. The firm’s portfolio posture is equity‑centric: its filings show a clear preference for exchange‑traded equities held in separately managed or account-level allocations, supplemented by limited ETF exposure. Risk and manager allocation behavior emphasizes direct equity ownership across many positions (229 reported holdings), with portfolio construction driven by fundamental, long‑term holdings rather than heavy ETF layering. Fruth is not positioned as a multi‑state adviser or pension consultant, and it does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices