Ruesoff Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$37,944,635
Total clients
48
19% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
48
Average account size
$790,513
About
Ruesoff Asset Management provides discretionary asset management and related portfolio services to individuals, high‑net‑worth persons, trusts, estates and business entities, documenting goals and constraints through client profiles and investment agreements. Like most independent firms, it charges advisory fees based on assets under management and performs ongoing portfolio monitoring and rebalancing.
The firm employs a mix of fundamental, technical, charting and cyclical analysis and implements strategies that range from long‑term holdings to short‑term trading and option writing; client accounts are reviewed at least quarterly. Ruesoff explicitly offers an options overlay and uses derivatives and margin within separately managed accounts, and it utilizes custodians (including Interactive Brokers and Charles Schwab) capable of handling active and derivative trading.
Noteworthy for a firm of its size and age (founded in 2022 with advisory services beginning in 2023 and roughly $38 million in AUM), Ruesoff’s documented use of derivatives and an options overlay in SMAs is uncommon among independent advisors. Additional operational features that may affect clients include direct fee deduction by custodians and a policy of not voting client proxies unless specifically requested.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Tax-loss harvesting
Private / alternative investments
Fee options
1.00% annually
Account minimum: $25,000
Main office location
Ruesoff Asset Management LLC
Henderson NV, United States
Number of offices
1
Most active in
Ruesoff Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
California · Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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