Caleb Gideon Rutter
Investment adviser representative at Tfo Family Office Partners
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Tfo Family Office PartnersOct 2022 to now
- Tfo Family Office Partners Formerly Tfo Phoenix, Inc.May 2022 to now
- Chick-fil-a Stonecreast At Piper GlenJan 2021 to Jul 2021
- Grand Canyon UniversityMay 2019 to Apr 2022
- Chick-fil-a Walnut CreekJun 2018 to May 2020
- Full Time StudentAug 2014 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Tfo Family Office Partners
Legal name: Tfo Family Office Partners, LLC
$5BAssets managed
306Clients
27Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7559772
- Firm CRD
- 159440