RUNNING POINT CAPITAL ADVISORS LLC

Overview

Running Point Capital Advisors LLC is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers — a structure that indicates a blended in-house investment platform with outsourced manager selection when needed. Fee arrangements include percentage-of-AUM fees alongside hourly and fixed-fee engagements, which lets the firm serve both traditional advisory relationships and project-based planning work. Investment behavior skews toward liquid public markets while maintaining dedicated allocations to third‑party alternative managers. The adviser is not identified as an active ESG investor and does not present itself as a multi-state or pension consultant adviser. The combination of discretionary authority over most client assets and explicit capital‑allocator activity suggests Running Point runs core public portfolios and supplements them with external alternative strategies where it sees value.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices