Rutherford Asset Planning, Inc.
● SEC registered since 2003CRD 128036SEC# 801-62324Tampa, FL
Reg. AUM
$181.3M
Employees
2
Accounts
254
Location
Tampa, FL
Rutherford Asset Planning, Inc. assets under management
Rutherford Asset Planning, Inc. is an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2003. It reports $181.3 million in regulatory assets under management and employs 2 people.
Rutherford Asset Planning, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Keith Anthony Amburgey Control | Chief Executive Officer/Chief Compliance Officer | 50-75% | 2014 |
| Ronald Kyle Rutherford Control | Board Member | 25-50% | 1997 |
| Suzzette Bagaybagayan Rutherford Control | President | 25-50% | 1997 |
Frequently asked questions
How much does Rutherford Asset Planning, Inc. manage?
Rutherford Asset Planning, Inc. reports $181.3 million in regulatory assets under management on its Form ADV.
How many employees does Rutherford Asset Planning, Inc. have?
Rutherford Asset Planning, Inc. reports 2 employees.
Where is Rutherford Asset Planning, Inc. located?
Rutherford Asset Planning, Inc. is based in Tampa, FL and has been SEC-registered since 2003.
Does Rutherford Asset Planning, Inc. disclose fund performance?
Rutherford Asset Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14105 Stilton Street, Tampa, FL 33626 |
| Phone | 813-343-4501 |
| Fax | 813-343-4508 |
| Office hours | 9:00 a.m. -5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$181.3M▲ 5%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$181.3Mregulatory AUM
Discretionary $181.3M