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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

RISKX INVESTMENTS LLC

FOLIOMETRIX, LLC, CRD 150084

OMAHA, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:850f5594-cc0b-e1be-266f-4a94a240fb77

Data as of Jun 26, 2015 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Mar 29, 2012 to Jun 26, 2015
15 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $312MItem 5.F on the latest filing (2015-06-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $312M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 14
Advisory employees: 5
Accounts: 11
SEC number: 801-70394
CRD: 150084
Filings on the tape: 15
First filed: Mar 29, 2012
Latest filed: Jun 26, 2015
Organised: Limited Liability Company, Oregon

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FOLIOMETRIX FUNDING LLC	Member	C	yes	05/2015	Jun 26, 2015	Jun 26, 2015
FOLIOMETRIX HOLDINGS, LLC	MANAGING MEMBER	E	yes	12/2009	Mar 30, 2015	Jun 26, 2015
KOETHE, JULIE, MARIE	CHIEF FINANCIAL OFFICER	Na	yes	09/2010	Mar 29, 2012	Jun 26, 2015
MURPHEY, DALE, JEROME	MANAGING MEMBER & PRESIDENT	C	yes	12/2009	Mar 29, 2012	Jun 26, 2015
MURPHEY, DALE, JEROME	PRESIDENT & CEO, MANAGING DIRECTOR, MANAGING MEMBER	Na	yes	02/2009	Mar 29, 2012	Jun 26, 2015
RUTHERFORD, GREGORY, ALLAN	MANAGING MEMBER	C	yes	08/2012	Mar 29, 2012	Jun 26, 2015
SILVA, EMILY, K	CHIEF COMPLIANCE OFFICER	Na	yes	07/2014	Jul 31, 2014	Jun 26, 2015
WRUBLE, STEVEN, JAMES	CHIEF INVESTMENT OFFICER	Na	yes	04/2013	Mar 31, 2014	Jun 26, 2015

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Portland	Or	United States	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2014	Mar 30, 2015	$256M	$256M	13	5	n/a	n/a	n/a
2013	Mar 31, 2014	$134M	$134M	15	12	n/a	n/a	n/a
2012	Mar 28, 2013	$44.8M	$44.8M	9	6	n/a	n/a	n/a
2011	Mar 29, 2012	$26.9M	$26.9M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2014	$312M	$134M	133.2%	$26.9M	126.4%	14	15	n/a	n/a

Relationships

Controls (7)

← RUTHERFORD, GREGORY, ALLANOwnerMANAGING MEMBER, ownership code C, individual
Mar 29, 2012 to presentfactForm ADV
← SILVA, EMILY, KOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 31, 2014 to presentfactForm ADV
← MURPHEY, DALE, JEROMEOwnerMANAGING MEMBER & PRESIDENT, ownership code C, individual
Mar 29, 2012 to presentfactForm ADV
← WRUBLE, STEVEN, JAMESOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 31, 2014 to presentfactForm ADV
← KOETHE, JULIE, MARIEOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 29, 2012 to presentfactForm ADV
← FOLIOMETRIX FUNDING LLCOwnerMEMBER, ownership code C, domestic entity
Jun 26, 2015 to presentfactForm ADV
← FOLIOMETRIX HOLDINGS, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Mar 30, 2015 to presentfactForm ADV

Registered with (1)

← GREGORY ALLAN RUTHERFORDAdvisorregistration: previous registration
Jul 11, 2011 to Jun 26, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:850f5594-cc0b-e1be-266f-4a94a240fb77
First observed: Mar 29, 2012
Last observed: Jun 26, 2015 136 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RISKX INVESTMENTS LLC

FOLIOMETRIX, LLC, CRD 150084

OMAHA, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:850f5594-cc0b-e1be-266f-4a94a240fb77

Data as of Jun 26, 2015 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:56 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FOLIOMETRIX FUNDING LLC

Member

yes

05/2015

Jun 26, 2015

FOLIOMETRIX HOLDINGS, LLC

MANAGING MEMBER

yes

12/2009

Mar 30, 2015

Jun 26, 2015

KOETHE, JULIE, MARIE

CHIEF FINANCIAL OFFICER

yes

09/2010

Mar 29, 2012

Jun 26, 2015

MURPHEY, DALE, JEROME

MANAGING MEMBER & PRESIDENT

yes

12/2009

Mar 29, 2012

Jun 26, 2015

MURPHEY, DALE, JEROME

PRESIDENT & CEO, MANAGING DIRECTOR, MANAGING MEMBER

yes

02/2009

Mar 29, 2012

Jun 26, 2015

RUTHERFORD, GREGORY, ALLAN

MANAGING MEMBER

yes

08/2012

Mar 29, 2012

Jun 26, 2015

SILVA, EMILY, K

CHIEF COMPLIANCE OFFICER

yes

07/2014

Jul 31, 2014

Jun 26, 2015

WRUBLE, STEVEN, JAMES

CHIEF INVESTMENT OFFICER

yes

04/2013

Mar 31, 2014

Jun 26, 2015

City

State

Country

Employees

Also broker-dealer

Portland

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2014

Mar 30, 2015

$256M

n/a

2013

Mar 31, 2014

$134M

n/a

2012

Mar 28, 2013

$44.8M

n/a

2011

Mar 29, 2012

$26.9M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2014

$312M

$134M

133.2%

$26.9M

126.4%

n/a