CRD: 167545
Rutherford Investment Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-13-2013
- Office Locations
- 2
Office Locations
About Rutherford Investment Management
Rutherford Investment Management is an RIA focused on individual stock selection in separately managed accounts, building exchange-listed equity portfolios tailored to each client’s objectives and risk tolerance. Serves individuals and institutions including pensions, corporations, profit-sharing plans, and foundations, with ongoing monitoring to stay aligned with stated goals. Publishes regular market commentary in the Daily Journal of Commerce.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM DRAKE RUTHERFORD
Chief Compliance Officer, MANAGING DIRECTOR, President
- CRD
- #1741877
- Ownership
- 75% or more
JAMES M. COOK
Chief Operating Officer
- CRD
- #4602281
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Adam Michael Brzeczek
--
- CRD
- #6506936
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $249,984,319 | $1,984,003 |
| Non-Discretionary | $0 | -- |
| Total | $249,984,319 | $1,984,003 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | 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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