Runnymede Capital Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$164,781,046
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
54
30% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
54
HighAverage account size
$3,051,501
About
Runnymede Capital Advisors provides discretionary portfolio management and basic financial planning primarily for individuals and families, and also advises 501(c)(3) charitable organizations. The firm counsels clients on equities, fixed income, money market instruments, exchange-traded funds and mutual funds, and may provide hourly consulting on non‑management financial matters.
The firm tailors investment advice to each client's circumstances—considering factors such as risk tolerance, tax situation, time horizon and investment restrictions—and delivers periodic performance and holdings reports (monthly for larger relationships, quarterly for smaller ones) plus ad‑hoc reviews as needed. Its investment process relies on third‑party research and market data and includes derivatives and option strategies (including covered calls and selling calls), use of buffer and leveraged ETF structures, and occasional recommendations of hedge funds or other derivative‑based products.
Noteworthy features compared with many independent peers include the explicit use of derivatives and option strategies within separately managed accounts and the acceptance of charitable organization clients, both of which the brochure flags as uncommon for firms in this category. The firm reports managing approximately $165 million in client assets since its founding in 2003 and emphasizes hands‑on portfolio reviews with custody reporting provided directly by a qualified custodian.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Private / alternative investments
Fee options
Negotiable, typically ranges from 1.50% to 0.50% annually
Hourly fee starting at $200 per hour for non-investment management advice
Minimum fee: Minimum annual fee of $1,000 per relationship (not per account), may be waived at discretion Fee-only: Investment advisory fees charged, no commissions received or charged by the firm
Main office location
Runnymede Capital Advisors, Inc.
Dublin OH, United States
Number of offices
1
Most active in
Runnymede Capital Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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