RIA Intel›Advisers›Maryland›RUDA FINANCIAL LLC

RUDA FINANCIAL LLC

Advisory

Data as of Mar 24, 2026 · Source: SEC Form ADV

Average account

$2M

across 8 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDC, MD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

PSG INVESTMENT ADVISORS, LLC

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-2.9% 1Y

PARKER FINANCIAL, LLC

$18M

STARK STRATEGIC CAPITAL MANAGEMENT, INC.

$18M

FINANCIAL STRATEGIES, INC

$19M

SAFE HARBOR INVESTMENT ADVISORS, LLC

$18M

BAVIELLO INVESTMENT MANAGEMENT, LLC

$17M

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