RUNNYMEDE CAPITAL MANAGEMENT INC

RIASEC RegisteredEst. 1992
Total AUM
$94.4M
Discretionary
$94.4M
100% of AUM
Avg account
$689K
Accounts
137
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
106719
Registered since
December 3, 1992
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 55%, Public Funds/Mutual Funds 31%, US Government Bonds 10%, Cash & Cash Equivalents 2%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%55%
  • Exchange Traded Equities55%
  • Public Funds/Mutual Funds31%
  • US Government Bonds10%
  • Cash & Cash Equivalents2%
  • State & Local Bonds1%

Contacts

2 of 2
  • ANDREW WANG

    Managing PartnerCRD 5177989

  • CHRISTOPHER WANG

    Managing Partner, Director of ResearchCRD 5234477

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth