Fee-only adviser · Alamo, CA
Rudney Associates
Rudney Associates is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Alamo, California. On its latest Form ADV, filed March 31, 2026, it reports $940M in regulatory assets under management, 450 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 110235 · SEC file 801-60080 |
| Office | 1499 Danville Blvd, Suite 250 Alamo, CA 94507 |
| Phone | (925) 838-0696 |
| Website | www.rudneyassociates.com |
| Regulatory assets under management | $940M ($939M discretionary) |
| Individual clients | 200 non-high-net-worth, 250 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Other |
| Services | Portfolio management, Pension consulting |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Alamo
- Lodestar Private Asset Management LLC $1.3B
- Blossom Wealth Management, LLC $368M
- Pring Turner $297M
- Koch Capital Management LLC $50M
See all 5 fee-only advisers in Alamo →
Nearby
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- Danville 11 firms
- Moraga 4 firms
- San Ramon 15 firms
- Clayton 1 firm
- Lafayette 10 firms
- Pleasant Hill 2 firms
- Concord 4 firms
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