Rutherford Capital, Inc.
Firm details
- Headquarters
- Granite Bay, California
- CRD number
- 319416
- Registered since
- April 18, 2022
- Custodians
- ONEAMERICA SECURITIES, INC.
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Rutherford Capital, Inc. is an independently owned registered investment adviser organized as a corporation and registered in California. The firm operates on a percentage-of-AUM fee model and lists pension consulting services among its advisory activities. Rutherford does not present itself as a capital allocator and is not an active ESG investor. Its business appears focused on advisory work rather than acting as a multi-state or multi-channel wealth platform.
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
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Michael Thompson
Partner, Wealth AdvisorCRD 6211875
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Granite Bay, CA
Placer
Location
Granite Bay, CA
Headquartered in Granite Bay, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- Placer
- Address
- 5925 Granite Lake Dr
- Time zone
- PT (UTC-8)
- Office locations
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