RULICENT

Overview

Rulicent is a limited liability company owned by an individual that offers fee-based financial planning and portfolio management aimed at individuals and small businesses. The firm charges clients on a percentage-of-assets-under-management basis, but it is not set up as a capital allocator and does not list active ESG investing as part of its stated approach. Regulatory classifications are unlisted beyond its LLC structure; the adviser is not identified as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. Public-facing activity is narrow: advisory services are limited to financial planning and managing portfolios for private individuals and small business clients rather than running pooled investment vehicles or sponsoring external funds. The combination of a percentage-of-AUM fee plan with the firm’s classification as not being a capital allocator suggests a traditional advisory model focused on discretionary or non‑discretionary portfolio management and planning rather than private fund management.

Assets & Accounts

Location & Offices