# John Rudio

> John Rudio is a fee-only financial advisor at Echelons Capital in Park City, Utah. Echelons Capital reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/john-rudio/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Echelons Capital
- **Based in:** Park City, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $174.4M across 164 accounts
- **Works with:** Founders, Ultra high net worth
- **CRD:** 6482618 (https://adviserinfo.sec.gov/individual/summary/6482618)
- **SEC registration:** Investment adviser representative in TX, UT
- **Exams passed:** Series 63 (2015), Series 65 (2022)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://echelonscapital.com/

## Frequently asked questions

### Is John Rudio a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Echelons Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does John charge for financial advice?

John's firm, Echelons Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is John Rudio based?

John Rudio is based in Park City, Utah.

### Is John Rudio registered with the SEC?

Yes. John Rudio is registered as an investment adviser representative in TX and UT (CRD 6482618), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Echelons Capital manage?

Echelons Capital reports $174.4M across 164 accounts in assets under management.

### How do I contact John Rudio?

Through John's website, echelonscapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6482618): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://echelonscapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.