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Dowd Rudkin LLC (Cody)


Dowd Rudkin LLC is an adviser based in Cody. It manages $5.1 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Colorado and Texas.

Dowd Rudkin provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dowd Rudkin: assets under management

The assets under management (AUM) of Dowd Rudkin LLC is $5.1 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $221.74 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Dowd Rudkin LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cody

The principal office where Dowd Rudkin LLC performs its advisory services is located at 1102 Sunshine Avenue, Cody, WY 82414 The mailing address of the firm is P.O. Box 1508, Cody, WY 82414. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 307-620-2369 or by fax 307-578-8504. The normal business hours are 7:00 a.m. to 4:00 p.m. on Monday - Friday.


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