Howe and Rusling, Inc.
● SEC registered since 1941CRD 104627SEC# 801-294Rochester, NY
Reg. AUM
$2.44B
Employees
26
Accounts
3,397
Location
Rochester, NY
Howe and Rusling, Inc. assets under management
Howe and Rusling, Inc. is a registered investment adviser overseen by the SEC based in Rochester, NY. The firm has been registered since 1941. It reports $2.4 billion in regulatory assets under management and employs 26 people.
Howe and Rusling, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian William Lester | Chief Investment Officer | Under 5% | 2023 |
| Casey D. Ryan | Vice President | 5-10% | 2004 |
| Craig Douglas Cairns Control | President, Ceo | Over 75% | 2003 |
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Join to unlock · $37/moFrequently asked questions
How much does Howe and Rusling, Inc. manage?
Howe and Rusling, Inc. reports $2.4 billion in regulatory assets under management on its Form ADV.
How many employees does Howe and Rusling, Inc. have?
Howe and Rusling, Inc. reports 26 employees.
Where is Howe and Rusling, Inc. located?
Howe and Rusling, Inc. is based in Rochester, NY and has been SEC-registered since 1941.
Does Howe and Rusling, Inc. disclose fund performance?
Howe and Rusling, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 165 Culver Rd, Suite 100, Rochester, NY 14620 |
| Phone | 585-325-4140 |
| Fax | 585-325-7361 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 769963 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.44B▲ 20%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$2.44Bregulatory AUM
Discretionary $2.38BNon-discretionary $52.2M