Overview
Assets Under Management: $534 million
Headquarters: EDINA, MN
High-Net-Worth Clients: 987
Average Client Assets: $502,496
Frequently Asked Questions
RUNNING OAK CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #286656), RUNNING OAK CAPITAL LLC is subject to fiduciary duty under federal law.
RUNNING OAK CAPITAL LLC is headquartered in EDINA, MN.
RUNNING OAK CAPITAL LLC serves 987 high-net-worth clients according to their SEC filing dated February 13, 2024. View client details ↓
According to their SEC Form ADV, RUNNING OAK CAPITAL LLC offers portfolio management for individuals and portfolio management for businesses. View all service details ↓
RUNNING OAK CAPITAL LLC manages $534 million in client assets according to their SEC filing dated February 13, 2024.
According to their SEC Form ADV, RUNNING OAK CAPITAL LLC serves high-net-worth individuals and businesses. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies
Clients
Number of High-Net-Worth Clients: 987
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.28
Average High-Net-Worth Client Assets: $502,496
Total Client Accounts: 853
Discretionary Accounts: 790
Non-Discretionary Accounts: 63
Regulatory Filings
CRD Number: 286656
Last Filing Date: 2024-02-13 00:00:00
Website: https://runningoak.com