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RUTHERFORD INVESTMENT MANAGEMENT
Legal name: WD RUTHERFORD LLC
CRD 167545File 801-117368
APPROVED
Retail clients
Filing as of Feb 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$250.0M
Below cohort median (national)
Discretionary AUM
$250.0M
Clients
65
126 accounts
Employees
4
Below cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Sep 20, 2019
- Principal office
- 10300 SW GREENBURG ROAD, SUITE 115, PORTLAND, OR, 97223
- Phone
- 503-452-1210
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $250.0M
- Discretionary AUM
- $250.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 126
- Non-discretionary accounts
- 0
- Total accounts
- 126
- AUM per client
- $3.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 47 | $221.7M |
| Pooled investment vehicles | 1 | $20.3M |
| Pension and profit sharing plans | Fewer than 5 | $1.1M |
| Individuals (other than high net worth individuals) | 15 | $7.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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.