Runnymede Capital Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$164,781,046
Clients
54
Advisors
1
of 1 employees
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
Expertise
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
Dublin OH
Advisors at this office
1
Most active in
Ohio · Texas
Also doing business as
Runnymede Capital Advisers, Inc. · Runnymede Capital Advisors, Inc.
Disclosures
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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.
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