# Rutherford Investment Management

> Rutherford Investment Management is an SEC-registered investment advisory firm in Portland, OR, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 167545
- Filed as: RUTHERFORD INVESTMENT MANAGEMENT
- Legal name: WD Rutherford LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167545
- AdvisorCensus page: https://advisorcensus.com/firm/rutherford-investment-management-portland-or-167545

## Quick answers

**How is Rutherford Investment Management compensated?**
On its Form ADV (Item 5.E, October 2026), Rutherford Investment Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Rutherford Investment Management located?**
Rutherford Investment Management's principal office is in Portland, OR, according to its Form ADV.

**Is Rutherford Investment Management registered with the SEC or a state?**
Rutherford Investment Management is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 167545.

**How much does Rutherford Investment Management manage?**
Rutherford Investment Management reports $249,984,319 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary).

**How have Rutherford Investment Management's assets and staff changed since 2021?**
In the Form ADV data for Rutherford Investment Management: Regulatory assets under management: $161,510,078 in the October 2021 data and $249,984,319 in the October 2026 data, up 55%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Rutherford Investment Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (47); individuals (other than high net worth individuals) (15); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Rutherford Investment Management use?**
Rutherford Investment Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Rutherford Investment Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/167545

**Does Rutherford Investment Management state an account minimum?**
Its Form ADV Part 2A brochure dated February 9, 2026 says: "We have a minimum client relationship size of $1,000,000 of assets under management, but, at our discretion, this minimum may be waived."

**What changed in Rutherford Investment Management's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $216,353,445 to $249,984,319 (+16%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 9, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> We have a minimum client relationship size of $1,000,000 of assets under management, but, at our discretion, this minimum may be waived.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $249,984,319
- Discretionary: $249,984,319
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $6,977,226 |
| High net worth individuals | 47 | $221,688,696 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $20,264,597 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $1,053,800 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2019 (7 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ID, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $161,510,078 | 3 | March 3, 2021 |
| October 2022 | $201,521,925 | 3 | May 10, 2022 |
| October 2023 | $132,906,296 | 3 | January 10, 2023 |
| October 2024 | $173,438,267 | 4 | July 9, 2024 |
| October 2025 | $216,353,445 | 4 | June 11, 2025 |
| October 2026 | $249,984,319 | 4 | February 9, 2026 |

Regulatory assets under management: $161,510,078 in the October 2021 data and $249,984,319 in the October 2026 data, up 55%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $216,353,445 to $249,984,319 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rutherford Investment Management (CRD 167545): Form ADV filing data as of October 2026.