# HOWE AND RUSLING, INC.

HOWE AND RUSLING, INC. of ROCHESTER, NY is an SEC-registered investment adviser.

## Registration

- CRD: 104627
- Type: SEC-registered investment adviser
- SEC file number: 801-294
- Location: 165 CULVER RD, SUITE 100, ROCHESTER, NY, 14620
- Phone: 585-325-4140
- Latest filing: 2026-07-31
- Regulatory AUM: $2.4B
- Discretionary AUM: $2.4B
- Non-discretionary AUM: $52.2M
- Clients: 26
- Accounts: 3,397

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations, Other

## Officers, owners & control persons (40)

_Showing 25 of 40 people._

| Name | Role | Location |
| --- | --- | --- |
| Craig Douglas Cairns | PRESIDENT, CEO | — |
| Casey D Ryan | VICE PRESIDENT | — |
| Emily Therese Lambert | CHIEF COMPLIANCE OFFICER, VP OPERATIONS | — |
| Brian William Lester | CHIEF INVESTMENT OFFICER | — |
| CARL STEPHEN JOSEPH | VICE PRESIDENT | — |
| KIRK RANDAL JOE | DIRECTOR | — |
| PATZIG ROBERT M | CO-CHAIR OF THE BOD | — |
| RUSLING THOMAS GRISWOLD | CO-CHAIR OF THE BOARD OF DIRECTORS; DIRECTOR, PRESIDENT, CFO; SENIOR INVESTMENT OFFICER (+1 more) | — |
| CAIRNS CRAIG DOUGLAS | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER; PRESIDENT, CEO (+2 more) | — |
| KING SAMUEL ROSE | VICE PRESIDENT | — |
| PROROK ROBERT JOSEPH | VICE PRESIDENT | — |
| RYAN CASEY D | VICE PRESIDENT | — |
| RUSSO VINCENT A | VICE PRESIDENT | — |
| SISSON MARY LISA | VICE PRESIDENT | — |
| WINNEFELD BRETT LLOYD | VICE PRESIDENT | — |
| KIRK RANDAL J | DIRECTOR; SHAREHOLDER | — |
| LOW DIXON D | DIRECTOR | — |
| SMITH MARCUS ELBERT | DIRECTOR; DIRECTOR AND SECRETARY | — |
| HORNER LARRY DEAN | CO-CHAIR OF THE BOD; DIRECTOR | — |
| KOPPLER II DOIT L | TREASURER | — |
| SCHILLER STEPHEN M | VICE PRESIDENT | — |
| BENDELAC ROGER EMILE | DIRECTOR | — |
| OSHEA JOHN PATRICK | DIRECTOR | — |
| CONNOR PHILIP ROGERHOWARD | DIRECTOR | — |
| WOLF ROBERT BYRON | DIRECTOR, SENIOR VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104627/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104627/similar
- Related entities: https://search.stillhousedata.com/firm/104627/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104627

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.