STYRE WEALTH

Legal name: THE RUDD COMPANY, LLC

CRD 289276File 801-111027

APPROVED

Retail clients

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$250.8M

Below cohort median (national)

Discretionary AUM

$206.0M

Non-discretionary $44.8M

Clients

204

697 accounts

Employees

Below cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Aug 23, 2017
Principal office: 1517 8TH AVE, FORT WORTH, TX, 76104
Phone: 817-605-7833
Website: https://www.facebook.com/Styrewealth

Assets & accounts

ADV Item 5F

Total regulatory AUM: $250.8M
Discretionary AUM: $206.0M
Non-discretionary AUM: $44.8M
Discretionary accounts: 691
Non-discretionary accounts: 6
Total accounts: 697
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$100K
Charitable organizations	Fewer than 5	$1.1M
High net worth individuals	67	$150.5M
Pension and profit sharing plans	6	$44.8M
Individuals (other than high net worth individuals)	127	$54.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
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 11

This 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.