Running Oak Capital LLC

RIASEC Registered

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 that manages portfolios for individuals, families and institutional clients. The firm focuses on portfolio management for individuals/small businesses and for investment companies, charging fees based on a percentage of assets under management. Running Oak Capital is registered with the SEC (registration year 2017). The firm reports an owner structure of a single individual and does not position itself as a capital allocator or an active ESG investor.