# RJ20, INC.

RJ20, INC. is a RIA based in Durham.

## Overview

- **Organization type:** RIA
- **Headquarters:** Durham
- **Assets under management:** Undisclosed
- **Website:** https://rj20.com
- **LinkedIn:** https://www.linkedin.com/company/1000313

## Regulatory record

- **CRD number:** 149575
- **SEC file number:** 801-74442
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/149575

## About

RJ20 is an online 401(k) advice and holistic financial planning service. It serves individuals, employers, and industry professionals solely through advice and cannot sell financial products. The firm provides specific 401(k) fund recommendations and access to live CFP® professionals for a flat fee.

## People

- Sean Ruehl — Co-Founder
- Chip Jurgensen — Co-Founder

## Questions

### Who runs investment decisions at RJ20, INC.?

No named principals or investment professionals have been publicly identified for RJ20, INC. The firm's leadership structure is not disclosed in any accessible source. This is typical for family offices that prioritize privacy.

### How does RJ20, INC. source proprietary deal flow?

RJ20, INC.'s sourcing model is not publicly documented. Without disclosed principals or portfolio holdings, it is impossible to confirm whether the firm relies on direct relationships, external managers, or intermediaries. No deal flow mechanism has been attributed to the entity in public records.

### Does RJ20, INC. participate in fund commitments or only direct deals?

No information is available regarding RJ20, INC.'s participation in fund commitments or direct deals. The firm has not been named as an investor in any verified fund closing or direct transaction in public sources.

## Related profiles

- [Holbrook Management](https://altss.com/profile/holbrook-management-llc)
- [Main Street Asset Managment](https://altss.com/profile/main-street-asset-managment)

---

Last updated: 2026-08-11T15:07:57.118Z

Canonical page: https://altss.com/profile/rj20-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology