RIA Intel›Advisers›California›CARRUTHERS, BRIAN, ROGER

CARRUTHERS, BRIAN, ROGER

Advisory

N·LAGUNA BEACH, CA

Data as of Mar 19, 2012 · Source: SEC Form ADV

Total AUM

$66M

1-Year AUM Growth

+4.1%

3-Year CAGR

+18.4%

Employees

0

Assets Under Management

Total AUM$66M

Discretionary AUM$66M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Filing History

Total Filings on Record21

First FilingApr 7, 2004

Latest FilingMar 19, 2012

🔒 Full AUM trend chart and 21 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CARRUTHERS, BRIAN, ROGER

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.