# CHARLESWORTH & RUGG INC

CHARLESWORTH & RUGG INC of WOODLAND HILLS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 104839
- Type: SEC-registered investment adviser
- SEC file number: 801-15482
- Location: 20750 VENTURA BLVD STE 420, WOODLAND HILLS, CA, 91364
- Phone: 818-340-0157
- Latest filing: 2016-03-14
- Regulatory AUM: $96.5M
- Discretionary AUM: $96.5M
- Clients: 8
- Accounts: 123

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| RUGG DONALD DIX | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| STERNBERG LISA IRWIN | CHIEF OPERATIONS OFFICER | — |
| RUGG JONATHAN CHRISTOPHER | VICE PRESIDENT | — |
| IRWIN LISA | CHIEF OPERATIONS OFFICER | — |
| AMINI CYRUS MCDONALD | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104839/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104839/similar
- Related entities: https://search.stillhousedata.com/firm/104839/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104839

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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.