# R.J. Sutts & Company

> R.J. Sutts & Company is a state-registered investment advisory firm, registered since 2009, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 109375
- Filed as: R.J. SUTTS & COMPANY
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/109375
- AdvisorCensus page: https://advisorcensus.com/firm/r-j-sutts-and-company-109375

## Quick answers

**How is R.J. Sutts & Company compensated?**
On its Form ADV (Item 5.E, October 2026), R.J. Sutts & Company reports these compensation arrangements: a percentage of assets under its management.

**Is R.J. Sutts & Company registered with the SEC or a state?**
R.J. Sutts & Company is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 109375.

**How much does R.J. Sutts & Company manage?**
R.J. Sutts & Company reports $11,000,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does R.J. Sutts & Company serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40).

**Does R.J. Sutts & Company report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/109375

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $11,000,000
- Discretionary: $11,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $11,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rjsuttsco.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. R.J. Sutts & Company (CRD 109375): Form ADV filing data as of October 2026.
