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The Rudd Company, LLC

● SEC registered since 2017CRD 289276SEC# 801-111027Fort Worth, TX
Export (members)
Reg. AUM
$250.8M
Employees
6
Accounts
697
Location
Fort Worth, TX

The Rudd Company, LLC assets under management

The Rudd Company, LLC is an SEC-registered investment adviser based in Fort Worth, TX. The firm has been registered since 2017. It reports $250.8 million in regulatory assets under management and employs 6 people.

The Rudd Company, LLC owners & executives

1 reported
NameTitleOwnershipSince
Joshua Aaron Rudd ControlMember/President/CcoOver 75%2017

Frequently asked questions

How much does The Rudd Company, LLC manage?

The Rudd Company, LLC reports $250.8 million in regulatory assets under management on its Form ADV.

How many employees does The Rudd Company, LLC have?

The Rudd Company, LLC reports 6 employees.

Where is The Rudd Company, LLC located?

The Rudd Company, LLC is based in Fort Worth, TX and has been SEC-registered since 2017.

Does The Rudd Company, LLC disclose fund performance?

The Rudd Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1517 8th Ave, Fort Worth, TX 76104
Phone817-605-7833
Fax855-214-1915
Office hours8:30 a.m. - 4:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$250.8M▲ 25%
Mar '25 — $201MApr '25 — $201MMay '25 — $201MJun '25 — $201MJul '25 — $201MAug '25 — $201MSep '25 — $201MOct '25 — $201MNov '25 — $201MDec '25 — $201MJan '26 — $201MFeb '26 — $201MMar '26 — $250.8MApr '26 — $250.8MMay '26 — $250.8MJun '26 — $250.8M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$250.8Mregulatory AUM
Discretionary $206MNon-discretionary $44.8M