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, privately owned RIA that has been SEC-registered since 1992. The firm serves both individual and family clients as well as institutional relationships, charging clients via AUM-based fees and fixed fees. Its advisory work focuses on financial planning and portfolio management for individuals and small businesses. According to filings, Fruth is not an active ESG investor, does not operate as a capital allocator, and is not structured as a multistate or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1Active vs passive
$226K in ETFs
100%
$226K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US TIPS ETF (SCHP) | Schwab | Passive | Inflation Protected Bond | $226K | 9,000 | 100.00% |
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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