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RUTHERFORD INVESTMENT MANAGEMENT

PORTLAND, OR · CRD 167545 · IAPD ↗ · rutherfordinvestment.com · 503-452-1210

$250.0MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
July 2025 — RUTHERFORD INVESTMENT MANAGEMENT notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
July 2025 — RUTHERFORD INVESTMENT MANAGEMENT added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
August 2024 — RUTHERFORD INVESTMENT MANAGEMENT added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
June 2024 — RUTHERFORD INVESTMENT MANAGEMENT notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
June 2024 — RUTHERFORD INVESTMENT MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
February 2024 — RUTHERFORD INVESTMENT MANAGEMENT reported RAUM up 30% ($132.9M -> $173.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.