FRUTH INVESTMENT MANAGEMENT
SEC RegisteredBuilding long-term investments in great companies since 1992
About the firm
Fruth Investment Management is a Houston-based, SEC-Registered Investment Advisor founded in 1992 to serve high net worth individuals, families, and trusts. Today, the firm manages over $400 million in assets across a diverse client base, using a preservation-focused, low-turnover investment strategy. As fiduciaries, they invest primarily in individual stocks, bonds, and money market funds rather than mutual funds or ETFs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Individualized portfolio construction using a disciplined mix of stocks, bonds, and cash; wealth preservation strategy with a conservative, low-turnover approach prioritizing dividend-paying stocks; fiduciary-driven, unbiased financial guidance; and holistic wealth management with tailored strategies for high net worth clients.
Who they serve
High net worth individuals, families, and trusts
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 70 | $32M |
| High Net Worth Individuals | 102 | $379M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.25% |
| $500,000 to $5,000,000 | 1.00% |
| $5,000,000 to $10,000,000 | 0.75% |
| Above $10,000,000 | 0.50% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FRUTH INVESTMENT MANAGEMENT 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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