Run Free Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
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.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $500,000: 2% $500,001+: 0.5%
Fee-only: Annual asset-based fees of 2% on first $500,000 and 0.5% on assets over $500,000; fees may be negotiated
Main office
San Ramon CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
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