Running Oak Capital LLC

RIASEC RegisteredEst. 2017

Total AUM

$875M

Discretionary

$845M

97% of AUM

Avg account

$845K

Accounts

1,035

Employees

Advisory reps

Firm details

Headquarters: Minneapolis, Minnesota
CRD number: 286656
Registered since: March 15, 2017
Website: runningoak.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI51.47%
Investment Companies42.07%
Corporations / Businesses5.5%
Charitable Organizations0.97%
Services: Portfolio Management for IndividualsPortfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Running Oak Capital LLC is a privately owned investment adviser organized as a limited liability company and registered with the SEC in 2017. The firm bills itself primarily as a portfolio manager serving both individual and family clients as well as institutional entities. Its advisory work focuses on discretionary portfolio management for individuals and small businesses and on managing portfolios for investment companies. Compensation is based on a percentage of assets under management. The firm does not identify as an active ESG investor, is not classified as a pension consultant or related adviser, and is not flagged as a capital allocator.