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President, Portfolio Manager · Ruggaard & Associates

Randall P. Ruggaard

CRD 1028988 · Named on Form ADV at one SEC-registered adviser

At a glance

Ruggaard & Associates, an SEC-registered wealth manager based in Hudson, OH with $369 million in regulatory assets, lists Randall P. Ruggaard on its Form ADV as President, Portfolio Manager, a control person.

Firms and roles

  • Ruggaard & AssociatesPresident, Portfolio ManagerWealth manager · Hudson, OH · $369M in regulatory assets

AtlasMembers

Randall’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • John D. MayVice President, Co-Portfolio Manager, Ruggaard & Associates
  • Ryan P. RuggaardMember, CCO, Vice President, Director of Research, Ruggaard & Associates
  • David A. SleeterVice President, Co-Portfolio Manager, Ruggaard & Associates

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Randall’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.