Runnymede Capital Advisors, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 128974
- Registered since
- October 12, 2021
- Website
- runcapadv.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI82.23%
- Individuals17.6%
- Charitable Organizations0.17%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Runnymede Capital Advisors, Inc. is a privately owned corporate RIA that registered with the SEC in 2021. The firm serves both individual and family clients as well as institutional investors, focusing its advisory work on portfolio management for individuals and small businesses. Its billing mixes an asset-based fee and hourly charges. The adviser is not positioned as an ESG-focused manager, does not identify as a multi-state adviser, and does not report pension consulting or capital-allocation roles.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities83%
- Cash & Cash Equivalents11%
- Public Funds/Mutual Funds6%
Contacts
1 of 1
James Arnold
President, CCOCRD 1714461
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$58.4M in ETFs
95%
$55.2M
4%
$3.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PROSHARES ULTRA TECHNOLOGY (ROM) | ProShares | Passive | Trading Leveraged Equity | $12M | 152,732 | 20.51% |
Location
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Location
, null
Headquartered in , null.
- Office locations
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