Advisor at Echelons Capital, LLC
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Firm
Echelons Capital, LLC
Location
Park City, UT 84060
Credentials
Series 63, Series 65
Industry experience
10 years
John Rudio is a financial advisor at Echelons Capital, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Goldman Sachs & Co, Purshe Kaplan Sterling Investments, and Phase Line Capital, LLC. Outside of finance, he is involved in entrepreneurial ventures including co-founding a nicotine de-addiction company and developing mobile apps to assist soldiers with uniform assembly. Echelons Capital, LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, charitable organizations, and businesses. The firm employs model portfolios and third-party money managers, utilizing sub-advisory arrangements to implement systematic long/short equity strategies that include leverage, derivatives, and tax-aware trading techniques.
Based on Echelons Capital, LLC
Based on Echelons Capital, LLC
Financial planning services: fixed fee ranging between $3,000 and $10,000, negotiable; Consulting services: fixed fee, negotiable
$0+: 0.35% to 1.25% annually, varies depending on market value of assets under management, type and complexity of services, and level of administration No specific tiers provided+: Fee is negotiable depending on individual client circumstances
Account minimum: $5,000,000 Fee-only: Portfolio management fees charged as a percentage of assets under management; financial planning and consulting charged as fixed fees
2078 Prospector Avenue, Suite 4
Park City, UT 84060
Texas · Utah
Echelons Capital, LLC
2023 - Present (3 years)
Phase Line Capital, LLC
2022 - 2023 (1 year)
Purshe Kaplan Sterling Investments
2021 - 2024 (3 years)
Phase Line Capital, LLC
2021 - 2023 (2 years)
Goldman Sachs & Co
2015 - 2021 (6 years)
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Insurance agent
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Broker-dealer / trader
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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CFP®, Series 63, Series 66
Park City, UT
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CFP®, Series 66
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CFA®
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Series 66
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