R
$11.0M Total AUM
$11.0M Disc. AUM
-- 3Y CAGR
1 Employees
80 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Foundation atlasOptima +more
- Established Date
- 08-20-2009
- Office Locations
- 1
Office Locations
-- Grosse Pointe City MI
About R.j. Sutts & Company
R.J. Sutts & Company is a Saint Clair Shores, Michigan wealth management and investment advisory boutique serving retail clients. Portfolios are primarily implemented with ETFs, complemented by U.S. government/agency and investment‑grade corporate bonds and cash allocations. Operates as a single-advisor firm and custodies with TD Ameritrade.
Team overview
-- AVG AGE
$11.0M AVG AUM / ADVISOR
$137.5K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
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Custodian
Crest signal Atlas
Investment Vehicles
Foundation foundation
Services
Unison vertex
Technology
Element Crest pioneer Atlas matrix
Owner & Executives
DAVID ROBERT SUTTS
President
- CRD
- #4379204
- Ownership
- 75% or more
(808) 840-8132
north.optima@momentumcapital.com
in linkedin.com/in/signal-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,000,000
Public Funds:
28.9% U.S. Government/Agency:
9.6% Cash:
33.7% Corporate - Investment Grade:
27.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,534,023,742 | 28.9% |
| U.S. Government/Agency | $509,571,900 | 9.6% |
| Cash | $1,788,809,692 | 33.7% |
| Corporate - Investment Grade | $1,475,635,295 | 27.8% |
| Total | $5,308,040,629 | 100.0% |