RUNNYMEDE CAPITAL MANAGEMENT INC
Firm details
- Headquarters
- ,
- CRD number
- 106719
- Registered since
- December 3, 1992
- Website
- www.runnymede.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI67.59%
- Individuals15.66%
- Charitable Organizations11.53%
- Corporations / Businesses2.77%
- Insurance Companies1.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Runnymede Capital Management Inc. is an independent, owner-operated registered investment adviser serving individuals and families. The firm focuses on fee-based financial planning and discretionary portfolio management for personal and small-business clients, and it also provides pension consulting services for business and institutional clients. Its practice leans toward equity-centered portfolios, using exchange-traded securities as the primary vehicle for client exposure, and combining ongoing financial planning with portfolio oversight. Runnymede charges a mix of percentage-of-assets, hourly and fixed fees depending on the engagement, which supports both ongoing wealth management relationships and project-based planning work. The adviser is not positioned as a multi-state or pension consultant specialist beyond its stated advisory activities, and it does not promote an ESG investing orientation.
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 Equities55%
- Public Funds/Mutual Funds31%
- US Government Bonds10%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Contacts
2 of 2ANDREW WANG
Managing PartnerCRD 5177989
CHRISTOPHER WANG
Managing Partner, Director of ResearchCRD 5234477
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
MCMILLAN CAPITAL MANAGEMENT, LLC
RIAHANSEN WEALTH MANAGEMENT
RIARICE WEALTH MANAGEMENT GROUP, INC.
RIAFAIR HAVEN, NJ
BENHAM ADVISORY GROUP
RIAGREENWOOD, IN
LECHNER ASSOCIATES
RIANORTH ATTLEBORO, MA
SADDOCK WEALTH, LLC
RIADALLAS, TX