Wd Rutherford LLC
● SEC registered since 2019CRD 167545SEC# 801-117368Portland, OR
Reg. AUM
$250M
Employees
4
Accounts
126
Location
Portland, OR
About Wd Rutherford
Rutherford Investment Management offers separately managed account services and stresses that it is not a broker or trading desk. The firm states it does not trade options or cryptocurrencies and focuses on traditional investment management for client accounts rather than self-directed trading platforms.
Summary based on the firm’s website.
Wd Rutherford LLC assets under management
Wd Rutherford LLC is an investment advisory firm registered with the SEC based in Portland, OR. The firm has been registered since 2019. It reports $250 million in regulatory assets under management and employs 4 people.
Wd Rutherford LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Michael Brzeczek Control | Managing Member, Chief Compliance Officer | Over 75% | 2026 |
| James M. Cook Control | Chief Operating Officer | Under 5% | 2013 |
| Joan W Robertson Lamb Control | Executive Vice President | Under 5% | 2014 |
Frequently asked questions
How much does Wd Rutherford LLC manage?
Wd Rutherford LLC reports $250 million in regulatory assets under management on its Form ADV.
How many employees does Wd Rutherford LLC have?
Wd Rutherford LLC reports 4 employees.
Where is Wd Rutherford LLC located?
Wd Rutherford LLC is based in Portland, OR and has been SEC-registered since 2019.
Does Wd Rutherford LLC disclose fund performance?
Wd Rutherford LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10300 SW Greenburg Road, Suite 115, Portland, OR 97223 |
| Phone | 503-452-1210 |
| Fax | 503-452-0120 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$250M▲ 16%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$250Mregulatory AUM
Discretionary $250M