RUDNEY ASSOCIATES

Legal name: RUDNEY ASSOCIATES, INC.

CRD 110235File 801-60080

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$940.2M

Above cohort median (national)

Discretionary AUM

$938.8M

Non-discretionary $1.4M

Clients

470

492 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Mar 8, 2001
Principal office: 1499 DANVILLE BLVD, SUITE 250, ALAMO, CA, 94507
Phone: 925-838-0696
Website: HTTP://WWW.RUDNEYASSOCIATES.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $940.2M
Discretionary AUM: $938.8M
Non-discretionary AUM: $1.4M
Discretionary accounts: 485
Non-discretionary accounts: 7
Total accounts: 492
AUM per client: $2.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$11.4M
Charitable organizations	5	$12.5M
High net worth individuals	250	$787.4M
Pension and profit sharing plans	15	$16.6M
Individuals (other than high net worth individuals)	200	$112.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS
A percentage of assets under your management

Advisory activities

Portfolio management for other
Portfolio management for businesses
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: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11C2
Q11C4
Q11C5

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.