Rutherford Investment Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portland, OR. Its latest Form ADV filing, dated February 9, 2026, reports $250M in regulatory assets under management, 4 employees, 3 offices, and 126 accounts.
Assets Under Management
$250M
Employees
4
Offices
3 offices
Total Clients
65
Primary office
PORTLAND, OR
10300 SW GREENBURG ROAD, SUITE 115, PORTLAND, OR, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 72.3% of total clients.
Top client categories% of clientsClients
1
HNWI
72.3%
47
2
Individuals
23.1%
15
3
Pension Plans
3.1%
2
4
Pooled Investment Vehicles
1.5%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$250Mas of February 9, 2026
Discretionary100.0%
$250M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$250M
Total Accounts126
10Y AUM Change+$149M (+146.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee16:1
10Y Employee Change+1 (+33.3%)
* 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.