Rudney Associates is an SEC registered investment adviser organized as a corporation with a primary office location in Alamo, CA. Its latest Form ADV filing, dated March 31, 2026, reports $940M in regulatory assets under management, 2 employees, and 492 accounts.
Assets Under Management
$940M
Employees
2
Offices
--
Total Clients
470
Primary office
ALAMO, CA
1499 DANVILLE BLVD, SUITE 250, ALAMO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.2% of total clients.
Top client categories% of clientsClients
1
HNWI
53.2%
250
2
Individuals
42.6%
200
3
Pension Plans
3.2%
15
4
Charitable
1.1%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$940Mas of March 31, 2026
Discretionary99.9%
$939M
100% of total RAUM99.9%
Non-discretionary0.1%
$1M
0% of total RAUM0.1%
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$940M
Total Accounts492
10Y AUM Change+$556M (+144.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee235:1
10Y Employee Change0 (0.0%)
* 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.