H. ANTHONY RUCKEL

Overview

H. Anthony Ruckel operates as a sole-proprietorship independent registered investment advisor serving individual and family clients, with a focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm tilts heavily toward public equities: a large portion of client assets are invested in exchange-traded equities and related vehicles. Fee arrangements combine a percentage of assets under management with hourly billing, and the firm also engages in other financial product sales in support of client objectives. Investment activity centers on separate managed accounts and equity-driven solutions rather than broad institutional mandates. H. Anthony Ruckel does not flag an ESG investing focus and does not operate as a capital allocator; instead the advisor builds direct equity exposures and supplements them with mutual funds and third‑party alternative managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices