A complete list of active advisors currently associated with Run Free Capital LLC
Warmer can help you find a great advisor at Run Free Capital LLC or one who fits your needs even better.
Run Free Capital is a California-registered investment adviser that offers financial planning and ongoing investment supervisory services to individual households, including portfolio construction across mutual funds, ETFs, equities, fixed income, REITs, real assets, and insurance products. The firm charges asset-based (percentage-of-assets) advisory fees and does not participate in wrap fee programs. The firm describes an investment approach grounded in long-term, buy-and-hold strategies informed by academic research, while also employing fundamental, technical, and cyclical analysis and occasional short-term trading; it typically acts on a discretionary basis and requires clients to custody assets with a specific qualified custodian. Accounts are monitored regularly with periodic reviews and annual updates to financial planning recommendations when supervisory services are provided. What is distinctive about the firm is its profile as a newly formed, single-owner advisor that reported approximately $0 in regulatory assets under management and no clients as of December 31, 2025, which is atypical for firms in the investment-manager category. The owner’s background combines prior options trading/financial engineering experience, an MBA, and non‑investment roles including healthcare and ongoing real estate business activities, a blend of experience the brochure identifies as part of the firm’s professional profile.
To learn more about the advisors currently working at Run Free Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Ramon, CA
| 1
|
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