Ruedi Holder & Associates, Inc. (Champaign)


Ruedi Holder & Associates, Inc. is a large advisory firm based in Champaign. It manages $270.3 million of regulatory assets for 1,153 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Florida, Illinois, Indiana, and Texas.




Ruedi Holder & Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ruedi Holder & Associates: assets under management

The assets under management (AUM) of Ruedi Holder & Associates, Inc. is $270.3 million. The firm's AUM has grown by 61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $260.34 million in discretionary accounts and $9.96 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $228.37 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $765.84 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ruedi Holder & Associates, Inc. for their services and products based on a percentage of assets under management and hourly charges. 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.

Careers at Ruedi Holder & Associates, Inc.

Ruedi Holder & Associates, Inc. is owned by Cynthia Ann Ruedi. Daniel Eugene Holder has been acting as President since 1 Sep 2009. Gery Joseph Sadzewicz joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Paul Arthur Ruedi Ceo 1 Sep 2009 Other 1301608
Daniel Eugene Holder President 1 Sep 2009 Other 5705684
Rose Marie Ruedi Executive vice president 1 Sep 2009 Other 5714478
Laura Beth Vollrath Executive vice president 1 Sep 2009 Other 5714480
Cynthia Ann Ruedi Owner 1 Sep 2009 25% - 50% 5749612
Gery Joseph Sadzewicz Chief compliance officer 1 Oct 2009 Other 1090963

Based in Champaign

The principal office where Ruedi Holder & Associates, Inc. performs its advisory services is located at 3007 Village Office Place, Champaign, IL 61822, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 217-356-1400 or by fax 217-356-1403. The normal business hours are 8:30-5:00 on Monday - Friday.