RUNDE & CO. LLC

Overview

Runde & Co LLC is an SEC‑registered wealth advisory firm organized as an LLC and operating as an owner‑managed practice. The firm focuses on portfolio management for individuals, small businesses and institutions, charging clients on a percentage‑of‑AUM basis. Runde & Co’s reported activity skews toward equity‑centric management: their filings identify a clear preference for exchange‑traded equities and liquid, publicly traded instruments. The firm does not list itself as an active ESG investor and is not registered as a multi‑state adviser. Services emphasize discretionary portfolio management across individual and business/institutional accounts. That operating model, combined with the custodian concentration described below, indicates a practice built around managed separate accounts and liquid, tradable positions rather than extensive private fund or illiquid holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices