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Rudney Associates, Inc.

● SEC registered since 2001CRD 110235SEC# 801-60080Alamo, CA
Export (members)
Reg. AUM
$940.2M
Employees
2
Accounts
492
Location
Alamo, CA

Rudney Associates, Inc. assets under management

Rudney Associates, Inc. is a registered investment adviser overseen by the SEC based in Alamo, CA. The firm has been registered since 2001. It reports $940.2 million in regulatory assets under management and employs 2 people.

Rudney Associates, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Ashley Kathleen Kirk ControlChief Compliance OfficerUnder 5%2012
Eric Allan Rudney ControlPresident/OwnerOver 75%1983

Frequently asked questions

How much does Rudney Associates, Inc. manage?

Rudney Associates, Inc. reports $940.2 million in regulatory assets under management on its Form ADV.

How many employees does Rudney Associates, Inc. have?

Rudney Associates, Inc. reports 2 employees.

Where is Rudney Associates, Inc. located?

Rudney Associates, Inc. is based in Alamo, CA and has been SEC-registered since 2001.

Does Rudney Associates, Inc. disclose fund performance?

Rudney Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1499 Danville Blvd, Suite 250, Alamo, CA 94507
Phone925-838-0696
Fax925-838-9574
Office hours8:00 - 5:00
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyYes

Regulatory AUM

$940.2M▲ 8%
Mar '25 — $868.7MApr '25 — $868.7MMay '25 — $868.7MJun '25 — $868.7MJul '25 — $868.7MAug '25 — $868.7MSep '25 — $868.7MOct '25 — $868.7MNov '25 — $868.7MDec '25 — $868.7MJan '26 — $868.7MFeb '26 — $868.7MMar '26 — $940.2MApr '26 — $940.2MMay '26 — $940.2MJun '26 — $940.2M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$940.2Mregulatory AUM
Discretionary $938.8MNon-discretionary $1.4M