# WD RUTHERFORD LLC

WD RUTHERFORD LLC of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 167545
- Type: SEC-registered investment adviser
- SEC file number: 801-117368
- Location: 10300 SW GREENBURG ROAD, SUITE 115, PORTLAND, OR, 97223
- Phone: 503-452-1210
- Latest filing: 2026-02-09
- Regulatory AUM: $250.0M
- Discretionary AUM: $250.0M
- Clients: 4
- Accounts: 126

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| James M Cook | CHIEF OPERATING OFFICER | Toronto, A6 |
| William Drake Rutherford | CHIEF COMPLIANCE OFFICER, MEMBER, MANAGING DIRECTOR | — |
| Joan W Robertson Lamb | EXECUTIVE VICE PRESIDENT | — |
| RUTHERFORD WILLIAM DRAKE | CHIEF COMPLIANCE OFFICER, MEMBER, MANAGING DIRECTOR | — |
| ULATOWSKI JAMES M | CHIEF OPERATING OFFICER | — |
| LAMB JOAN W ROBERTSON | EXECUTIVE VICE PRESIDENT | — |
| COOK JAMES M | CHIEF OPERATING OFFICER | — |
| James M. Cook | CHIEF OPERATING OFFICER | PORTLAND, OR |


## Branch offices (6)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 2 | 503.452.1210 |
| — | — | 2 | 503.452.1210 |
| — | — | 1 | 503.452.1210 |
| — | — | 1 | 503.452.1210 |
| — | — | 1 | 503.452.1210 |
| — | — | 1 | 503.452.1210 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167545/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167545/similar
- Related entities: https://search.stillhousedata.com/firm/167545/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167545

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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.