RUTHERFORD ASSET PLANNING, INC.
CRD #128036 SEC #801-62324 TAMPA, FL 813-343-4501
SEC Registered
Total AUM
$172.5M
Discretionary
$172.5M
Employees
2
Clients
26
Accounts
257
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $172.5M | $172.5M | $0 | 2 | 0 |
| Nov 2024 | $154.1M | $154.1M | $0 | 2 | 0 |
| Jan 2024 | $154.1M | $154.1M | $0 | 2 | 0 |
| Jan 2023 | $159.2M | $159.2M | $0 | 5 | 0 |
| Jan 2022 | $193.1M | $193.1M | $0 | 5 | 0 |
| Feb 2021 | $173.1M | $173.1M | $0 | 3 | 0 |
| Jun 2020 | $139.7M | $139.7M | $0 | 3 | 0 |
| Feb 2020 | $139.7M | $139.7M | $0 | 3 | 0 |
| Mar 2019 | $156.4M | $156.4M | $0 | 3 | 0 |
| Feb 2019 | $156.4M | $156.4M | $0 | 3 | 0 |
| Feb 2019 | $156.4M | $156.4M | $0 | 3 | 0 |
| Jan 2018 | $168.9M | $168.9M | $0 | 3 | 80 |
| Jan 2017 | $151.1M | $151.1M | $0 | 3 | 26 |
| Jan 2016 | $144.9M | $144.9M | $0 | 4 | 26 |
| Jan 2015 | $159.7M | $159.7M | $0 | 5 | 26 |
| Jun 2014 | $154.1M | $154.1M | $0 | 5 | 26 |
| Mar 2014 | $154.1M | $154.1M | $0 | 5 | 26 |
| Apr 2013 | $123.7M | $123.7M | $51.6K | 5 | 26 |
| Apr 2012 | $113.9M | $113.8M | $124.5K | 1 | 26 |
| Oct 2007 | $156.3M | $153.2M | $3.1M | 5 | -- |
| Mar 2007 | $125.9M | $123M | $2.8M | 5 | -- |
| Nov 2003 | $57.7M | $54.6M | $3.1M | 5 | -- |
DateJan 2025
Total AUM$172.5M
Discretionary$172.5M
Non-Disc.$0
Employees2
Clients0
DateNov 2024
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$159.2M
Discretionary$159.2M
Non-Disc.$0
Employees5
Clients0
DateJan 2022
Total AUM$193.1M
Discretionary$193.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$173.1M
Discretionary$173.1M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$139.7M
Discretionary$139.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$139.7M
Discretionary$139.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$156.4M
Discretionary$156.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$156.4M
Discretionary$156.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$156.4M
Discretionary$156.4M
Non-Disc.$0
Employees3
Clients0
DateJan 2018
Total AUM$168.9M
Discretionary$168.9M
Non-Disc.$0
Employees3
Clients80
DateJan 2017
Total AUM$151.1M
Discretionary$151.1M
Non-Disc.$0
Employees3
Clients26
DateJan 2016
Total AUM$144.9M
Discretionary$144.9M
Non-Disc.$0
Employees4
Clients26
DateJan 2015
Total AUM$159.7M
Discretionary$159.7M
Non-Disc.$0
Employees5
Clients26
DateJun 2014
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees5
Clients26
DateMar 2014
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees5
Clients26
DateApr 2013
Total AUM$123.7M
Discretionary$123.7M
Non-Disc.$51.6K
Employees5
Clients26
DateApr 2012
Total AUM$113.9M
Discretionary$113.8M
Non-Disc.$124.5K
Employees1
Clients26
DateOct 2007
Total AUM$156.3M
Discretionary$153.2M
Non-Disc.$3.1M
Employees5
Clients--
DateMar 2007
Total AUM$125.9M
Discretionary$123M
Non-Disc.$2.8M
Employees5
Clients--
DateNov 2003
Total AUM$57.7M
Discretionary$54.6M
Non-Disc.$3.1M
Employees5
Clients--