Runde & Co. LLC

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Client assets under management

$201,339,000

Clients

100% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$4,575,886

About

Runde & Co. LLC is an SEC-registered independent investment adviser that provides discretionary portfolio management and asset-allocation services using stocks, bonds, and mutual funds to high‑net‑worth individuals and institutional clients, including foundations, corporate pension and profit‑sharing plans, and other investment advisers. The firm manages about $209 million across a relatively small client base and offers seven strategy portfolios tailored to client objectives.

The firm follows a fundamentally based, process‑driven investment approach built around an in‑house proprietary filter to identify undervalued and overvalued securities, pursuing highly diversified portfolios with low turnover to seek improved risk‑adjusted and tax‑efficient results. Asset allocation is established for each client and reviewed regularly, and accounts are generally managed on a discretionary basis consistent with written client guidelines.

What is notable for this firm is its practice of reporting and advertising portfolio performance—clients receive quarterly reports that include a Portfolio Performance Review and an annual realized gains and losses report—which is uncommon among peers. Runde also concentrates on high‑net‑worth and institutional relationships rather than on non‑HNW retail individuals and serves as a sub‑advisor to a multi‑strategy firm, arrangements that distinguish it from many similarly sized advisers.

Client services

Portfolio management

Expertise

Active portfolio management Tax-loss harvesting

Fee options

Percentage

$0 - $2,000,000: 1% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%

Main office location

Runde & Co. LLC

1420 5 Th Avenue, Suite 2200

Seattle WA 98101, United States

Number of offices

Most active in

Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 206-323-2255

Advisors at this firm

Elizabeth R

Series 65

Seattle, WA

Runde & Co. LLC

Elizabeth Runde is a financial advisor with Runde & Co. LLC in Seattle, WA, holding a Series 65 designation and 33 years of industry experience. She has been with Runde & Co Incorporated since 1992 and also owns and operates R B Hooper & Co Incorporated, another investment management company where she serves as president. Runde & Co. LLC provides discretionary investment management primarily to high-net-worth individuals, foundations, corporate pension plans, and other investment advisers. The firm employs a fundamentally based, process-driven approach using proprietary filters to identify securities and offers diversified, low-turnover portfolios tailored to client-specific asset allocation and investment restrictions.

Active portfolio management Tax-loss harvesting

Kevin R

Series 63, Series 65

Seattle, WA

Runde & Co. LLC

Kevin Runde is a financial advisor with Runde & Co. LLC in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Runde & Co. Incorporated since 1992. In addition to his advisory role, he is vice president of R B Hooper & Co. Incorporated, another investment management company operated concurrently. Runde & Co. LLC provides discretionary investment management primarily to high-net-worth individuals, foundations, corporate pension plans, and other advisers, managing approximately $185 million in assets. The firm employs a fundamentally based, process-driven approach with proprietary filters to identify securities and offers diversified, low-turnover portfolios tailored to client-specific asset allocations and restrictions.

Active portfolio management Tax-loss harvesting

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