Ruggiero Investments, Inc.
● SEC registered since 2025CRD 169180SEC# 801-131800West Palm Beach, FL
Reg. AUM
$137.6M
Employees
5
Accounts
767
Location
West Palm Beach, FL
Ruggiero Investments, Inc. assets under management
Ruggiero Investments, Inc. is an SEC-registered investment adviser based in West Palm Beach, FL. The firm has been registered since 2025. It reports $137.6 million in regulatory assets under management and employs 5 people.
Ruggiero Investments, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Thomas Ruggiero | Chief Compliance Officer And Executive Vice President | Under 5% | 2024 |
| Thomas Anthony Ruggiero Control | Ceo | 50-75% | 2013 |
| Thomas Wesley Ruggiero Control | President | 50-75% | 2019 |
Frequently asked questions
How much does Ruggiero Investments, Inc. manage?
Ruggiero Investments, Inc. reports $137.6 million in regulatory assets under management on its Form ADV.
How many employees does Ruggiero Investments, Inc. have?
Ruggiero Investments, Inc. reports 5 employees.
Where is Ruggiero Investments, Inc. located?
Ruggiero Investments, Inc. is based in West Palm Beach, FL and has been SEC-registered since 2025.
Does Ruggiero Investments, Inc. disclose fund performance?
Ruggiero Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 S. Austrailian Avenue, Suite 608, West Palm Beach, FL 33401 |
| Phone | (800) 777-4726 |
| Fax | (800) 777-4726 |
| Office hours | 9:15 a.m. To 4:15 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$137.6M▲ 21%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$137.6Mregulatory AUM
Discretionary $137.6M