$18.8M Total AUM
$18.8M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-25-2025
- Office Locations
- 1
Office Locations
-- Silver Spring MD
About Ruda Financial
Ruda Financial is a fee-only fiduciary advisor in Silver Spring, MD serving busy professionals and business owners across the Washington, DC metro. The firm provides comprehensive financial planning, tax and retirement planning, and ongoing investment management, emphasizing disciplined, diversified portfolios designed for tax efficiency. Founded by a former IRS economist with 15 years of experience.
Team overview
-- AVG AGE
$18.8M AVG AUM / ADVISOR
$3.8M AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Fund Managers
Available
Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
A
Alexander Ruda
Chief Compliance Officer, Owner
- CRD
- #8072149
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,792,292 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,792,292 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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