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RF

Richard J. Fruth

FRUTH INVESTMENT MANAGEMENT
HOUSTON, TX 77024
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CRD#: 215242
RF

Professional summary


Richard John Fruth, who also goes by Dick Fruth, is a registered financial advisor currently at FRUTH INVESTMENT MANAGEMENT located in Houston, Texas.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1971. Richard has worked at 5 firms and has passed the Series 63, Series 15, Series 5, PC, Series 1, Series 24, Series 4 and Series 12 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Dick Fruth

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Richard John Fruth's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

May 15, 1992 - Present

FRUTH INVESTMENT MANAGEMENT

Office #1: 820 Gessner #1640, Houston, TX 77024
RIA
CRD#: 107273
HOUSTON, TX
Past

September 21, 1990 - May 20, 1992

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

July 19, 1989 - September 28, 1990

ROTAN MOSLE INC.

BD
CRD#: 727
Past

April 3, 1986 - July 24, 1989

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

September 7, 1977 - April 28, 1986

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

February 2, 1971 - October 2, 1977

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FI
FRUTH INVESTMENT MANAGEMENT
FRUTH INVESTMENT MANAGEMENT | FRUTH RICHARD J & ASSOCIATES INC

CRD#: 107273 / SEC#: 801-40948

RIA
Registered Investment Advisory firm - (3/10/1992 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(5/15/1992)

Exams


State Security Law Exam
RR
Series 63
Date: 12/12/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 15
Date: 5/22/1984
Foreign Currency Options Examination
General Industry/Product Exam
RR
Series 5
Date: 12/12/1981
Interest Rate Options Examination
General Industry/Product Exam
RR
PC
Date: 8/8/1978
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 1/29/1971
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 12
Date: 6/15/1979
NYSE Branch Manager Examination

Current Firm


FI
FRUTH INVESTMENT MANAGEMENT
FRUTH INVESTMENT MANAGEMENT | FRUTH RICHARD J & ASSOCIATES INC

CRD#: 107273 / SEC#: 801-40948

RIA
Registered Investment Advisory firm - (3/10/1992 Approved)
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Contact information


Main Address
820 Gessner Suite 1640, Houston, TX 77024-4465
Mailing Address
Phone number
(713) 464-2283
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (2 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FRUTH ADV PART 2A (3/31/2025)

Regulatory assets under management


Total Number of Accounts434
AUM (Assets Under Management)$ 404,508,318

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FRUTH INVESTMENT MANAGEMENT

CRD#: 107273Houston, TX 77024

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