Ruggie Capital Group LLC

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Assets, Funds, Holdings

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Ruggie Capital Group LLC
CRD #145595
SEC #801-69419
CIK #0001632549
AUM $15.3 MM (95% Disc, 100% US, 2020-06-21)
Employees 15 (73% Investors, 0% Brokers)
Phone352-343-2700
Address2100 Lake Eustis Dr
Tavares, FL 32778
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
60048036024012002007201120162021
Sector Form 13F Holdings Cap ($MM) Value ($MM)
BRO 7,790.0 0.1
BRKA 0.1
BX 35,830.0 0.1
ABT 127,040.0 0.1
VZ 232,300.0 0.1
BAC 241,820.0 0.1
KO 201,550.0 0.0
ABBV 138,670.0 0.0
AAPL 674,750.0 0.0
LMT 74,470.0 0.0
View All
Holdings by Sector ($MM)
2502001501005002015201720192021
EDGAR Form CIK 2011 - 2021
13F-HR [0001632549]
Related Firms State AUM ($BB)
RWM Asset Management LLC
FL 0.2
Ruggie Capital Group LLC
FL 0.0
Comparable Firms State AUM ($BB)
Potomac Advisors Inc
FL 0.0
Patterson Partners Ltd
0.0
Glass Retirement Strategies Inc
MI 0.0
Nepsis Advisor Services Inc
MN 0.0
ATCAP Partners LLC
MD 0.0
Guardian Pointe Private Wealth Management LLC
MI 0.0
Carmika Partners LLP
0.0
Gunn Lamar
DE 0.0
GFM Asset Management LLC
0.0
Econologics Financial Advisors LLC
FL 0.0
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