Ruggaard & Associates, LLC
● SEC registered since 1993CRD 107489SEC# 801-43618Hudson, OH
Reg. AUM
$368.6M
Employees
10
Accounts
998
Location
Hudson, OH
Ruggaard & Associates, LLC assets under management
Ruggaard & Associates, LLC is an investment advisory firm registered with the SEC based in Hudson, OH. The firm has been registered since 1993. It reports $368.6 million in regulatory assets under management and employs 10 people.
Ruggaard & Associates, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Adam Sleeter Control | Vice President, Co-Portfolio Manager | Under 5% | 2023 |
| J 3 Capital, LLC | Member | 10-25% | 2024 |
| John Dean May Control | Vice President, Co-Portfolio Manager | Under 5% | 2022 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Ruggaard & Associates, LLC manage?
Ruggaard & Associates, LLC reports $368.6 million in regulatory assets under management on its Form ADV.
How many employees does Ruggaard & Associates, LLC have?
Ruggaard & Associates, LLC reports 10 employees.
Where is Ruggaard & Associates, LLC located?
Ruggaard & Associates, LLC is based in Hudson, OH and has been SEC-registered since 1993.
Does Ruggaard & Associates, LLC disclose fund performance?
Ruggaard & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 110 W Streetsboro St., Suite 1a, Hudson, OH 44236 |
| Phone | (330) 487-5888 |
| Fax | (330) 487-5886 |
| Office hours | 9:00 - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$368.6M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$368.6Mregulatory AUM
Discretionary $349.8MNon-discretionary $18.8M