RUN Free Capital LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
San Ramon, California
CRD number
335076
Fee structure
Percentage of AUM
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

RUN Free Capital LLC is organized as a limited liability company that provides financial planning and discretionary portfolio management geared toward individuals and small businesses. FINTRX lists the firm’s owner type as an individual and its fee model as a percentage of assets under management. The database classifies the adviser as “Unclassified,” notes it is not a multi-state adviser, and indicates it does not identify as an active ESG investor or as a capital allocator. Registered status and the year of SEC registration are not specified in the source data. The firm’s stated advisory activities are limited to financial planning services and portfolio management for individuals and small-business clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Kevin Hummel

    Kevin Hummel

    Financial PlannerCRD 8052432

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Ramon, CA

Contra Costa

Location

San Ramon, CA

Headquartered in San Ramon, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Contra Costa
Address
4857 Cornflower St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth