# Rushwald, Mark Steven

> Rushwald, Mark Steven is a state-registered investment advisory firm, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.

- CRD: 125205
- Filed as: RUSHWALD, MARK STEVEN
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125205
- AdvisorCensus page: https://advisorcensus.com/firm/rushwald-mark-steven-125205

## Quick answers

**How is Rushwald, Mark Steven compensated?**
On its Form ADV (Item 5.E, October 2026), Rushwald, Mark Steven reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Rushwald, Mark Steven registered with the SEC or a state?**
Rushwald, Mark Steven is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 125205.

**How much does Rushwald, Mark Steven manage?**
Rushwald, Mark Steven reports $52,015,000 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (100% discretionary).

**What types of clients does Rushwald, Mark Steven serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (41); high net worth individuals (19).

**Does Rushwald, Mark Steven 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/125205

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $52,015,000
- Discretionary: $52,015,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $15,784,000 |
| High net worth individuals | 19 | $36,231,000 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [rushwald.com](https://rushwald.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rushwald, Mark Steven (CRD 125205): Form ADV filing data as of October 2026.