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 an independent registered investment adviser focused on portfolio management for individuals and small businesses. The firm is owner-operated, began SEC registration in 2021, and serves both individual/family and institutional clients. Its fee model combines a percentage-of-AUM billing with the option for hourly charges. Runnymede does not identify as an active ESG investor, is not a multi-state adviser, and does not report acting as a capital allocator.
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 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
$78M in ETFs
95%
$74.4M
3%
$3.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PROSHARES ULTRA TECHNOLOGY (ROM) | ProShares | Passive | Trading Leveraged Equity | $23.6M | 151,874 | 30.24% |
Location
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Location
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Headquartered in , null.
- Office locations
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