RUN FREE CAPITAL LLC

Overview

RUN Free Capital LLC positions itself as a small advisory firm focused on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-assets-under-management basis and describes its core advisory work as standard financial planning combined with portfolio oversight for private clients and owner-managed businesses. Regulatory and firm-level flags show RUN Free Capital LLC is organized as a limited liability company and is owned by an individual proprietor. It is not designated as an ESG-focused manager, is not a pension consultant, and is not registered as a multi-state adviser. The firm is classified generically rather than under a specific advisory category and is not listed as a capital allocator or a related adviser. The combination of a client service emphasis on individuals/small businesses and an AUM fee model suggests the firm aims at traditional advisory relationships rather than institutional mandates. Reported activity levels are minimal. The firm shows no reported custodial assets or client counts, which typically indicates one of three possibilities: the adviser is newly operational but not yet managing client assets, it is inactive as an RIA in terms of custody relationships, or it provides non-custodial advisory services that haven’t been reported as AUM. Given the fee model, a transition to managing custodial assets would be required for asset-based revenues to materialize.

Assets & Accounts

Location & Offices