Calvin Marshall Rutledge
Investment Adviser Representative at Coppell Advisory Solutions LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Calvin Marshall Rutledge is an investment adviser representative with Coppell Advisory Solutions LLC in Poplar Bluff, MO, where they have been registered since 2019. They have worked in the securities industry since 2009 and have been registered with 8 firms, including Royal FUND Management, LLC and ING Financial Partners, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Missouri and New Hampshire.
Registrations & licenses
- Investment adviser:
- Missouri, New Hampshire
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- CR Financial Group, LLC DBA RutledgeJun 2004 – no end date reportedPoplar Bluff, MO
- Royal FUND Management, LLCFeb 2015 – Jan 2019The Villages, FL
- Fusion Capital ManagementJan 2019 – no end date reportedDallas, TX
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Coppell Advisory Solutions LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $5,000 (waivable)
- First $500,0002.00%
- Next $500,0001.75%
- Next $1,500,0001.50%
- Over $2,500,000—
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Simplified technology, asset management, and ops support for financial advisors, including streamlined account opening, multi-custodial capabilities, transparent pricing and payouts, portfolio solutions with proprietary models and alternative investments, investment research and consulting, ongoing education and training, and succession/sale facilitation.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 85
- Offices listed on AdvisorFinder:
- 20
- Main office:
- Dallas, TX
- SEC file number:
- 801-72171
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 25, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Calvin Marshall Rutledge has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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