$35.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Catalyst horizonPeak beacon +more
- Established Date
- 01-01-1998
- Office Locations
- 1
Office Locations
-- Pompano Beach FL
About Patuxent Financial Planning, LLC
Patuxent Financial Partners is an independent, fee-only RIA in Columbia, Maryland providing financial planning and investment advice. Founded in 2010 and registered in Maryland in 2017, the practice focuses on simplifying planning and reducing unnecessary complexity. Clients can schedule virtual or in-person meetings online and access aggregated account data and statements through platforms including Pershing and Envestnet/Betterment.
Team overview
-- AVG AGE
$35.3M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
12.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Eagle vital
Custodian
Zenith Meridian
Investment Themes
Signal vertex Glacier
Investment Vehicles
Legacy
Platform
Frontier Bridge
Services
Peak legacy Insight Timber Oak Foundation Wave Harbor zenith Harbor matrix
Technology
Alpha Atlas north Insight Meridian prime
Owner & Executives
J
JOHN WILLIAM RUARK
Investment Advisor, President
- CRD
- #4568395
- Ownership
- 75% or more
(640) 483-4650
momentum.optima@pathwaycapital.com
in linkedin.com/in/beacon-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $35,285,454 | -- |
| Total | $35,285,454 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,285,454
Public Funds:
21.7% Cash:
37.6% U.S. Government/Agency:
15.0% Equity - Exchange:
25.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $355,724,301 | 21.7% |
| Cash | $616,370,218 | 37.6% |
| U.S. Government/Agency | $245,892,374 | 15.0% |
| Equity - Exchange | $421,295,602 | 25.7% |
| Total | $1,639,282,495 | 100.0% |