# Ruda Financial

> Ruda Financial is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 336179
- Filed as: RUDA FINANCIAL
- Legal name: Ruda Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336179
- AdvisorCensus page: https://advisorcensus.com/firm/ruda-financial-336179

## Quick answers

**How is Ruda Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Ruda Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Ruda Financial registered with the SEC or a state?**
Ruda Financial is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336179.

**How much does Ruda Financial manage?**
Ruda Financial reports $18,792,292 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**Does Ruda Financial 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/336179

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $18,792,292
- Discretionary: $18,792,292
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $18,792,292 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rudafinancial.com
- Facebook @alexruda
- LinkedIn @rudafinancial
- LinkedIn @alexruda

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ruda Financial (CRD 336179): Form ADV filing data as of October 2026.