R
Rulicent
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Rulicent Investments LLC offers discretionary portfolio management and financial planning services to individuals and high‑net‑worth clients, documenting goals, time horizon and risk tolerance in written investment policy statements and utilizing model allocations where appropriate. The firm states an account minimum of $250,000 (waivable) and tailors planning to retirement cash flow, tax, education, debt, risk management and estate/legacy objectives.
The investment process incorporates quantitative, technical, fundamental, charting and cyclical analysis and is oriented toward long‑term trading and rules‑driven allocations. Rulicent primarily recommends a systematic sector‑rotation strategy called Sectorpulse — a monthly, predefined rules model that adjusts sector weights — and generally manages client accounts on a discretionary basis.
Distinctive operational features include a single management person responsible for reviews and reporting and a reported $0 in assets under management with no client accounts as of the December 2025 calculation date, which contrasts with many peers in the investment manager category. The firm requires custody at Schwab Institutional, does not aggregate trades for multiple client accounts, and may receive custodial research and services (soft‑dollar benefits), all of which can affect trade execution and access to third‑party resources relative to other managers.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
General retirement planning
Income planning
Passive / index investing
Fee options
$250,000 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.12% $5,000,001+: 1.00%
Account minimum: $250,000 (may be waived at RIL's discretion)
Main office location
Rulicent
2500 S. Broadway, Suite 230
Edmond OK 73013, United States
Number of offices
1
Most active in
Rulicent has reported serving >5 clients in these states in the last 12 months.
Oklahoma
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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