RUGGIE CAPITAL GROUP, LLC
Legal name: RUGGIE WEALTH MANAGEMENT
CRD #145595 SEC #801-69419 TAVARES, FL 352-343-2700
SEC Registered Private Funds
Total AUM
$15.3M
Discretionary
$14.5M
Employees
15
Clients
11
Accounts
25
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $15.3M | $14.5M | $757.8K | 15 | 0 |
| Mar 2020 | $15.3M | $14.5M | $757.8K | 15 | 0 |
| Nov 2019 | $219.7M | $219.7M | $0 | 15 | 0 |
| Apr 2019 | $219.7M | $219.7M | $0 | 15 | 0 |
| Mar 2019 | $219.7M | $219.7M | $0 | 15 | 0 |
| Aug 2018 | $581.2M | $578.6M | $2.6M | 14 | 1 |
| Mar 2018 | $581.2M | $578.6M | $2.6M | 14 | 1 |
| Sep 2017 | $492.1M | $485.6M | $6.5M | 14 | 1,100 |
| Jun 2017 | $492.1M | $485.6M | $6.5M | 14 | 1,100 |
| Jun 2017 | $492.1M | $485.6M | $6.5M | 14 | 1,100 |
| Mar 2017 | $421.1M | $414.6M | $6.5M | 14 | 900 |
| Aug 2016 | $328M | $307.8M | $20.3M | 11 | 600 |
| Apr 2016 | $328M | $307.8M | $20.3M | 11 | 600 |
| Mar 2016 | $328M | $307.8M | $20.3M | 11 | 600 |
| Mar 2016 | $328M | $307.8M | $20.3M | 11 | 600 |
| Aug 2015 | $333M | $306M | $27M | 14 | 400 |
| Jul 2015 | $333M | $27M | $306M | 14 | 400 |
| Jun 2015 | $333M | $27M | $306M | 14 | 400 |
| May 2015 | $333M | $27M | $306M | 14 | 400 |
| May 2015 | $333M | $27M | $306M | 14 | 400 |
| Apr 2015 | $333M | $27M | $306M | 14 | 400 |
| Mar 2015 | $333M | $27M | $306M | 14 | 400 |
| Dec 2014 | $285.6M | $280.6M | $5M | 9 | 300 |
| Nov 2014 | $285.6M | $280.6M | $5M | 9 | 300 |
| Aug 2014 | $285.6M | $280.6M | $5M | 9 | 300 |
| Jul 2014 | $285.6M | $280.6M | $5M | 9 | 300 |
| Jul 2014 | $285.6M | $280.6M | $5M | 9 | 300 |
| Jun 2014 | $285.6M | $280.6M | $5M | 9 | 300 |
| May 2014 | $285.6M | $280.6M | $5M | 9 | 300 |
| Mar 2014 | $285.6M | $280.6M | $5M | 9 | 300 |
| Jan 2014 | $252.6M | $246.9M | $5.7M | 7 | 300 |
| Aug 2013 | $252.6M | $246.9M | $5.7M | 7 | 300 |
| Mar 2013 | $252.6M | $246.9M | $5.7M | 7 | 300 |
| Aug 2012 | $234.6M | $230.3M | $4.3M | 6 | 300 |
| Feb 2012 | $234.6M | $230.3M | $4.3M | 6 | 300 |
| Mar 2011 | $193.3M | $193M | $270K | 10 | -- |
| Jul 2010 | $202.1M | $148M | $54.1M | 10 | -- |
| May 2010 | $202.1M | $148M | $54.1M | 10 | -- |
| May 2010 | $202.1M | $148M | $54.1M | 10 | -- |
| Mar 2010 | $162.3M | $162.1M | $270.9K | 10 | -- |
| Oct 2009 | $103.4M | $103.1M | $328K | 10 | -- |
| May 2009 | $103.4M | $103.1M | $328K | 10 | -- |
| Mar 2009 | $103.4M | $103.1M | $328K | 10 | -- |
DateJun 2020
Total AUM$15.3M
Discretionary$14.5M
Non-Disc.$757.8K
Employees15
Clients0
DateMar 2020
Total AUM$15.3M
Discretionary$14.5M
Non-Disc.$757.8K
Employees15
Clients0
DateNov 2019
Total AUM$219.7M
Discretionary$219.7M
Non-Disc.$0
Employees15
Clients0
DateApr 2019
Total AUM$219.7M
Discretionary$219.7M
Non-Disc.$0
Employees15
Clients0
DateMar 2019
Total AUM$219.7M
Discretionary$219.7M
Non-Disc.$0
Employees15
Clients0
DateAug 2018
Total AUM$581.2M
Discretionary$578.6M
Non-Disc.$2.6M
Employees14
Clients1
DateMar 2018
Total AUM$581.2M
Discretionary$578.6M
Non-Disc.$2.6M
Employees14
Clients1
DateSep 2017
Total AUM$492.1M
Discretionary$485.6M
Non-Disc.$6.5M
Employees14
Clients1,100
DateJun 2017
Total AUM$492.1M
Discretionary$485.6M
Non-Disc.$6.5M
Employees14
Clients1,100
DateJun 2017
Total AUM$492.1M
Discretionary$485.6M
Non-Disc.$6.5M
Employees14
Clients1,100
DateMar 2017
Total AUM$421.1M
Discretionary$414.6M
Non-Disc.$6.5M
Employees14
Clients900
DateAug 2016
Total AUM$328M
Discretionary$307.8M
Non-Disc.$20.3M
Employees11
Clients600
DateApr 2016
Total AUM$328M
Discretionary$307.8M
Non-Disc.$20.3M
Employees11
Clients600
DateMar 2016
Total AUM$328M
Discretionary$307.8M
Non-Disc.$20.3M
Employees11
Clients600
DateMar 2016
Total AUM$328M
Discretionary$307.8M
Non-Disc.$20.3M
Employees11
Clients600
DateAug 2015
Total AUM$333M
Discretionary$306M
Non-Disc.$27M
Employees14
Clients400
DateJul 2015
Total AUM$333M
Discretionary$27M
Non-Disc.$306M
Employees14
Clients400
DateJun 2015
Total AUM$333M
Discretionary$27M
Non-Disc.$306M
Employees14
Clients400
DateMay 2015
Total AUM$333M
Discretionary$27M
Non-Disc.$306M
Employees14
Clients400
DateMay 2015
Total AUM$333M
Discretionary$27M
Non-Disc.$306M
Employees14
Clients400
DateApr 2015
Total AUM$333M
Discretionary$27M
Non-Disc.$306M
Employees14
Clients400
DateMar 2015
Total AUM$333M
Discretionary$27M
Non-Disc.$306M
Employees14
Clients400
DateDec 2014
Total AUM$285.6M
Discretionary$280.6M
Non-Disc.$5M
Employees9
Clients300
DateNov 2014
Total AUM$285.6M
Discretionary$280.6M
Non-Disc.$5M
Employees9
Clients300
DateAug 2014
Total AUM$285.6M
Discretionary$280.6M
Non-Disc.$5M
Employees9
Clients300
DateJul 2014
Total AUM$285.6M
Discretionary$280.6M
Non-Disc.$5M
Employees9
Clients300
DateJul 2014
Total AUM$285.6M
Discretionary$280.6M
Non-Disc.$5M
Employees9
Clients300
DateJun 2014
Total AUM$285.6M
Discretionary$280.6M
Non-Disc.$5M
Employees9
Clients300
DateMay 2014
Total AUM$285.6M
Discretionary$280.6M
Non-Disc.$5M
Employees9
Clients300
DateMar 2014
Total AUM$285.6M
Discretionary$280.6M
Non-Disc.$5M
Employees9
Clients300
DateJan 2014
Total AUM$252.6M
Discretionary$246.9M
Non-Disc.$5.7M
Employees7
Clients300
DateAug 2013
Total AUM$252.6M
Discretionary$246.9M
Non-Disc.$5.7M
Employees7
Clients300
DateMar 2013
Total AUM$252.6M
Discretionary$246.9M
Non-Disc.$5.7M
Employees7
Clients300
DateAug 2012
Total AUM$234.6M
Discretionary$230.3M
Non-Disc.$4.3M
Employees6
Clients300
DateFeb 2012
Total AUM$234.6M
Discretionary$230.3M
Non-Disc.$4.3M
Employees6
Clients300
DateMar 2011
Total AUM$193.3M
Discretionary$193M
Non-Disc.$270K
Employees10
Clients--
DateJul 2010
Total AUM$202.1M
Discretionary$148M
Non-Disc.$54.1M
Employees10
Clients--
DateMay 2010
Total AUM$202.1M
Discretionary$148M
Non-Disc.$54.1M
Employees10
Clients--
DateMay 2010
Total AUM$202.1M
Discretionary$148M
Non-Disc.$54.1M
Employees10
Clients--
DateMar 2010
Total AUM$162.3M
Discretionary$162.1M
Non-Disc.$270.9K
Employees10
Clients--
DateOct 2009
Total AUM$103.4M
Discretionary$103.1M
Non-Disc.$328K
Employees10
Clients--
DateMay 2009
Total AUM$103.4M
Discretionary$103.1M
Non-Disc.$328K
Employees10
Clients--
DateMar 2009
Total AUM$103.4M
Discretionary$103.1M
Non-Disc.$328K
Employees10
Clients--