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RUNNING OAK CAPITAL LLC
CRD 286656 · SEC 801-110116
4519 W 56TH ST, EDINA, MN, 55424, United States
Phone
919-656-3712
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$874.7M
Discretionary AUM
$844.5M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-20
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1017 | $450.2M |
| Investment companies | 1 | $368.0M |
| Charitable organizations | 10 | $8.5M |
| Corporations/business entities | 7 | $48.1M |
States served
CA, IL, MN, NJ, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD