RUTHERFORD INVESTMENT MANAGEMENT
SEC RegisteredAbout the firm
Rutherford Investment Management specializes in individual stock selection for separately managed accounts. Each client's portfolio is individually designed in accordance with their investment objectives and risk tolerance. Portfolios are comprised of securities listed on the major exchanges.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Individually designed separately managed accounts with individual stock selection, monitored for compliance with client goals and investment objectives. Accounts are held at established brokerages such as Charles Schwab and Fidelity.
Who they serve
Individuals, pension funds, profit-sharing plans, corporations, and foundations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 15 | $7.0M |
| High Net Worth Individuals | 47 | $222M |
| Pension/Profit Sharing Plans | 1 | $20M |
| Charitable Organizations | 2 | $1.1M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $25,000,000 | 1.25% |
| $25,000,001 - $50,000,000 | 1.00% |
| Over $50,000,001 | 0.75% |
Data as of February 9, 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. RUTHERFORD 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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