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Ruby Corporation (Beachwood)


Ruby Corporation is an adviser based in Beachwood. It manages $21 million of regulatory assets for 99 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Ohio.

Ruby Corporation provides portfolio management for individuals and small businesses and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ruby Corporation: assets under management

The assets under management (AUM) of Ruby Corporation is $21 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $21 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $212.12 thousand each.
Ruby Corporation has custody of $3 million in cash and securities for 25 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ruby Corporation for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.

Based in Beachwood

The principal office where Ruby Corporation performs its advisory services is located at 25100 Chagrin Blvd., Beachwood, OH 44122, 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 216-595-8282 or by fax 216-378-5178. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday.


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