← Directory
FRUTH INVESTMENT MANAGEMENT
CRD 107273File 801-40948
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$417.8M
Below cohort median (national)
Discretionary AUM
$415.2M
Non-discretionary $2.6M
Clients
173
403 accounts
Employees
3
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 10, 1992
- Principal office
- 820 GESSNER, SUITE 1640, HOUSTON, TX, 77024-4465
- Phone
- 713-464-2283
- Website
- https://www.rjfruth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $417.8M
- Discretionary AUM
- $415.2M
- Non-discretionary AUM
- $2.6M
- Discretionary accounts
- 397
- Non-discretionary accounts
- 6
- Total accounts
- 403
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $7.0M |
| High net worth individuals | 102 | $379.0M |
| Individuals (other than high net worth individuals) | 70 | $31.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.