John Rudio
Echelons Capital · Park City, Utah
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.
Request an introduction to John →
Who they serve
- Founders
- Ultra high net worth
Facts
| Firm | Echelons Capital |
|---|---|
| Based in | Park City, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $174.4M across 164 accounts |
| SEC registration | Investment adviser representative in TX, UT · CRD 6482618 |
| Exams passed | Series 63 (2015) · Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | echelonscapital.com |
| Profile |
How John's firm compares
- Echelons Capital's average account is about $1.1 million, from its Form ADV (assets managed divided by 164 accounts).
Request an introduction to John
Tell John a little about what you're looking for. John isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about John
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Echelons Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.