Ruggaard & Associates is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hudson, OH. Its latest Form ADV filing, dated March 30, 2026, reports $369M in regulatory assets under management, 10 employees, 3 offices, and 998 accounts.
Assets Under Management
$369M
Employees
10
Offices
3 offices
Total Clients
314
Primary office
HUDSON, OH
110 W STREETSBORO ST., SUITE 1A, HUDSON, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.6% of total clients.
Top client categories% of clientsClients
1
Individuals
66.6%
209
2
HNWI
33.4%
105
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
INVESTMENT CLUB<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$369Mas of March 30, 2026
Discretionary94.9%
$350M
95% of total RAUM94.9%
Non-discretionary5.1%
$19M
5% of total RAUM5.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$369M
Total Accounts998
10Y AUM Change+$202M (+121.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee31:1
10Y Employee Change+6 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.