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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-10-1992
- Office Locations
- 2
Office Locations
About Fruth Investment Management
Fruth Investment Management is a Houston-based investment adviser serving retail and institutional clients with ongoing financial planning and portfolio oversight. The firm emphasizes direct ownership of individual stocks for equity exposure, targeting long-term appreciation with low turnover and a dividend tilt. Portfolios pair dividend stocks with bonds and money market funds for income and adapt as goals and circumstances change. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD JOHN FRUTH
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #215242
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Drew Robert Kittey
Wealth Advisor
- CRD
- #7122051
KYMBERLY BETH WATSON
--
- CRD
- #6223521
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $415,175,563 | $1,045,782 |
| Non-Discretionary | $2,640,066 | $440,011 |
| Total | $417,815,629 | $1,036,763 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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