Fruth Investment Management

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Assets, Funds, Holdings

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Fruth Investment Management
CRD #107273
SEC #801-40948
CIK #0001416856
AUM $386.2 MM (2024-03-27)
Employees 3 (67% Investors, 0% Brokers)
Phone713-464-2283
Address820 Gessner
Houston, TX 77024-4465
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
4003202401608002001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
GWW 23,029.0 0.0
LIN 147,499.4 0.0
XOM 385,508.3 0.0
MSFT 1,918,222.4 0.0
TSCO 21,844.9 0.0
MA 309,583.1 0.0
AAPL 2,382,844.0 0.0
CVX 294,604.1 0.0
TT 30,146.9 0.0
ADP 89,423.0 0.0
View All
Holdings by Sector ($MM)
4003202401608002013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 72 34.7
(b) Individuals (high net worth individuals) 103 342.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 2 8.7
(n) Other 0 0.0
Total 434 386.2
By Discretionary
Discretionary 432 384.4
Non-Discretionary 2 1.8
Total 434 386.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 386.2
Total 434 386.2
EDGAR Form CIK 2011 - 2024
13F-HR [0001416856]
Comparable Firms State AUM ($BB)
Acumen Financial Advisors LLC
MN 0.4
McCarthy Grittinger Financial Group LLC
WI 0.4
Frederick Financial Consultants LLC
MD 0.4
Sierra Investment Management Inc
CA 0.4
Jupiter Wealth Management LLC
CO 0.4
Ruedi Wealth Management Inc
IL 0.4
Pathway Financial Advisers LLC
IN 0.4
Lefavi Wealth Management Inc
UT 0.4
Marks Wealth LLC
MD 0.4
Rosenblum Silverman Sutton SF Inc
CA 0.4
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