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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-31-1993
- Office Locations
- 3
Office Locations
About Ruggaard & Associates
Ruggaard & Associates is a fee-only fiduciary RIA founded in 1993, providing integrated financial planning, discretionary investment management, and tax planning for individuals and families. The team builds customized portfolios and asset allocations with ongoing market research and risk mitigation, supported by dedicated investment research. Clients receive quarterly reporting/meetings and access to an online client portal.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN DEAN MAY III
Co-Portfolio Manager, Financial Advisor, VICE PRESIDENT
- CRD
- #5603701
- Ownership
- Less than 5%
Randall Paul Ruggaard
PORTFOLIO MANAGER, President
- CRD
- #1028988
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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JANIS SUE SLEETER
Wealth Advisor
- CRD
- #2546249
TOM HOWARD SLEETER
Wealth Advisor
- CRD
- #3176055
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $349,768,030 | $361,331 |
| Non-Discretionary | $18,793,558 | $626,452 |
| Total | $368,561,588 | $369,300 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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