Rigby Watts Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$50,000,000
Total clients
0
Total advisors
3
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Rigby Watts Investment Advisors provides discretionary portfolio management and financial planning services to a mix of institutional and private clients, including individuals and families, charitable organizations, and corporations. The firm delivers ongoing investment management and standalone financial planning engagements, with financial planning offered on an hourly basis.
The firm uses a multi‑disciplinary investment process that includes charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory, and implements both long‑ and short‑term trading depending on client objectives. Rigby Watts limits its advisory universe to certain asset types — including fixed income, real estate funds/REITs, equities, ETFs, TIPS, venture capital funds and private placements — and documents client objectives in an Investment Policy Statement while generally operating with discretionary trading authority.
Noteworthy aspects of Rigby Watts include its participation in Charles Schwab’s institutional advisor program and a requirement that clients custody assets at Charles Schwab, along with an acknowledged policy of not aggregating trades for multiple clients. The brochure also highlights the firm’s work with charitable organizations and its access to less‑liquid vehicles such as private placements and venture capital funds, together with the provision of hourly financial planning — features that are less common among managers focused primarily on pooled or institutional mandates.
Client services
Expertise
Fee options
$0 - $99,999,999+: Up to 1.50%
$250 per hour
Main office location
Rigby Watts Investment Advisors
3179 S. Highland Drive Suite 201
Salt Lake City UT 84106, United States
Number of offices
1
Most active in
Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Forms ADV
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