Runey & Associates Wealth Management
Firm details
- Headquarters
- Mount Pleasant, South Carolina
- CRD number
- 171271
- Registered since
- March 20, 2026
- Website
- www.raawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI84.46%
- Individuals15.54%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Runey & Associates Wealth Management operates as an independent RIA organized as an LLC and owned by an individual principal. The firm focuses on advising individuals and families, offering financial planning, portfolio management for individuals and small businesses, and educational seminars/workshops. Its fee model combines a percentage-of-AUM component with fixed fees. Runey & Associates is registered with the SEC (registration year 2026) and is state-registered in South Carolina. The firm does not identify as an ESG-focused investor, does not act as a capital allocator, and is not a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Owners & executives
2 of 2
James Runey
Founder and CEOCRD 5212356
Linda Runey
Chief Operating OfficerCRD 8180664
Contacts
1 of 1
Tyler Peterson
Partner and Financial AdvisorCRD 7489555
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$115M in ETFs
100%
$115M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $28M | 129,353 | 24.21% |
Location
Mount Pleasant, SC
Charleston
Location
Mount Pleasant, SC
Headquartered in Mount Pleasant, SC, in the South of the United States.
- Region
- South
- County
- Charleston
- Address
- 761 Coleman Blvd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Modern Capital Management, Co
RIAMount Pleasant, SC
Tidehaven Wealth, LLC
RIAMount Pleasant, SC
Bowen Wealth
RIAMount Pleasant, SC
Loveland & Bastian Financial Services Group, LLC
RIAMount Pleasant, SC
Imprint Wealth LLC
RIAMount Pleasant, SC
Charleston Wealth Advisors
RIAMount Pleasant, SC