RUGGAARD & ASSOCIATES, LLC
Legal name: RUGGAARD & ASSOCIATES
CRD #107489 SEC #801-43618 HUDSON, OH (330) 487-5888
SEC Registered
Total AUM
$346.9M
Discretionary
$332.3M
Employees
11
Clients
51
Accounts
945
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $346.9M | $332.3M | $14.6M | 11 | 0 |
| Mar 2025 | $346.9M | $332.3M | $14.6M | 11 | 0 |
| May 2024 | $312.2M | $312.2M | $0 | 10 | 0 |
| Apr 2024 | $312.2M | $312.2M | $0 | 10 | 0 |
| Mar 2024 | $312.2M | $312.2M | $0 | 10 | 0 |
| Nov 2023 | $210.5M | $210.5M | $0 | 10 | 0 |
| Mar 2023 | $210.5M | $210.5M | $0 | 10 | 0 |
| Jan 2023 | $238.6M | $238.6M | $0 | 10 | 0 |
| Jan 2023 | $238.6M | $238.6M | $0 | 10 | 0 |
| Dec 2022 | $238.6M | $238.6M | $0 | 7 | 0 |
| Jul 2022 | $238.6M | $238.6M | $0 | 7 | 0 |
| Jul 2022 | $238.6M | $238.6M | $0 | 7 | 0 |
| Apr 2022 | $238.6M | $238.6M | $0 | 6 | 0 |
| Mar 2022 | $238.6M | $238.6M | $0 | 6 | 0 |
| Mar 2021 | $209.1M | $209.1M | $0 | 5 | 0 |
| Oct 2020 | $195.6M | $195.6M | $0 | 5 | 0 |
| Oct 2020 | $195.6M | $195.6M | $0 | 5 | 0 |
| May 2020 | $195.6M | $195.6M | $0 | 6 | 0 |
| Mar 2020 | $195.6M | $195.6M | $0 | 6 | 0 |
| Mar 2019 | $159M | $152.1M | $6.8M | 6 | 0 |
| Aug 2018 | $171.6M | $162.1M | $9.5M | 6 | 8 |
| Mar 2018 | $182.5M | $162.1M | $20.4M | 6 | 8 |
| Mar 2017 | $166.4M | $150.9M | $15.4M | 4 | 125 |
| Mar 2016 | $163.6M | $148.6M | $15M | 4 | 125 |
| Mar 2015 | $176.3M | $158.8M | $17.5M | 4 | 125 |
| Mar 2014 | $162.5M | $154.7M | $7.8M | 3 | 125 |
| Mar 2013 | $142M | $134.8M | $7.2M | 3 | 125 |
| Mar 2012 | $124.9M | $117.9M | $7M | 1 | 125 |
| Mar 2008 | $108.1M | $94.7M | $13.3M | 5 | -- |
| Mar 2007 | $96.9M | $85.2M | $11.7M | 5 | -- |
| Mar 2006 | $84.8M | $74M | $10.8M | 5 | -- |
| Mar 2004 | $68M | $59M | $9M | 5 | -- |
| Apr 2002 | $61.1M | $53.1M | $8M | 5 | -- |
DateJul 2025
Total AUM$346.9M
Discretionary$332.3M
Non-Disc.$14.6M
Employees11
Clients0
DateMar 2025
Total AUM$346.9M
Discretionary$332.3M
Non-Disc.$14.6M
Employees11
Clients0
DateMay 2024
Total AUM$312.2M
Discretionary$312.2M
Non-Disc.$0
Employees10
Clients0
DateApr 2024
Total AUM$312.2M
Discretionary$312.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$312.2M
Discretionary$312.2M
Non-Disc.$0
Employees10
Clients0
DateNov 2023
Total AUM$210.5M
Discretionary$210.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$210.5M
Discretionary$210.5M
Non-Disc.$0
Employees10
Clients0
DateJan 2023
Total AUM$238.6M
Discretionary$238.6M
Non-Disc.$0
Employees10
Clients0
DateJan 2023
Total AUM$238.6M
Discretionary$238.6M
Non-Disc.$0
Employees10
Clients0
DateDec 2022
Total AUM$238.6M
Discretionary$238.6M
Non-Disc.$0
Employees7
Clients0
DateJul 2022
Total AUM$238.6M
Discretionary$238.6M
Non-Disc.$0
Employees7
Clients0
DateJul 2022
Total AUM$238.6M
Discretionary$238.6M
Non-Disc.$0
Employees7
Clients0
DateApr 2022
Total AUM$238.6M
Discretionary$238.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$238.6M
Discretionary$238.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$209.1M
Discretionary$209.1M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$195.6M
Discretionary$195.6M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$195.6M
Discretionary$195.6M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$195.6M
Discretionary$195.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$195.6M
Discretionary$195.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$159M
Discretionary$152.1M
Non-Disc.$6.8M
Employees6
Clients0
DateAug 2018
Total AUM$171.6M
Discretionary$162.1M
Non-Disc.$9.5M
Employees6
Clients8
DateMar 2018
Total AUM$182.5M
Discretionary$162.1M
Non-Disc.$20.4M
Employees6
Clients8
DateMar 2017
Total AUM$166.4M
Discretionary$150.9M
Non-Disc.$15.4M
Employees4
Clients125
DateMar 2016
Total AUM$163.6M
Discretionary$148.6M
Non-Disc.$15M
Employees4
Clients125
DateMar 2015
Total AUM$176.3M
Discretionary$158.8M
Non-Disc.$17.5M
Employees4
Clients125
DateMar 2014
Total AUM$162.5M
Discretionary$154.7M
Non-Disc.$7.8M
Employees3
Clients125
DateMar 2013
Total AUM$142M
Discretionary$134.8M
Non-Disc.$7.2M
Employees3
Clients125
DateMar 2012
Total AUM$124.9M
Discretionary$117.9M
Non-Disc.$7M
Employees1
Clients125
DateMar 2008
Total AUM$108.1M
Discretionary$94.7M
Non-Disc.$13.3M
Employees5
Clients--
DateMar 2007
Total AUM$96.9M
Discretionary$85.2M
Non-Disc.$11.7M
Employees5
Clients--
DateMar 2006
Total AUM$84.8M
Discretionary$74M
Non-Disc.$10.8M
Employees5
Clients--
DateMar 2004
Total AUM$68M
Discretionary$59M
Non-Disc.$9M
Employees5
Clients--
DateApr 2002
Total AUM$61.1M
Discretionary$53.1M
Non-Disc.$8M
Employees5
Clients--