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James Malcolm Ruff

Homrich Berg

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About James Malcolm Ruff

James Ruff is an investment advisor representative at Homrich Berg in Atlanta, GA. James Ruff has been working in the financial services industry since August 1999. James Ruff is a Certified Financial Planner. James Ruff's firm, Homrich Berg is an SEC-registered investment advisor, with over 68 investment adviser representatives and a total of 80 employees across multiple locations in the United States. Homrich Berg manages over 15 billion dollars in assets, of which over 13 billion dollars are discretionary. James Ruff specializes in providing financial planning, portfolio management for individuals, portfolio management for businesses, and portfolio management for investment companies. James Ruff’s firm also provides portfolio management for pooled investment vehicles and selects other advisors for their clients.

Firm Information

James Ruff is currently registered with Homrich Berg. Homrich Berg is a family office and wealth management firm headquartered in Atlanta, GA. They provide a comprehensive suite of financial services including financial planning, portfolio management, and bill pay services. With over 15 billion dollars in regulatory assets under management, they serve a variety of clients including individuals, families, businesses, institutions, and charitable organizations.
Homrich Berg

3550 LENOX RD

ATLANTA, GA 30326

$15.20B

Assets Under Management

Not reported

Total Clients

68

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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bill pay services

Bill pay services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Ruff’s Registration & Firm History

GA

11/08/2021 - Present

Homrich Berg (ATLANTA GA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Malcolm Ruff.
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