A complete list of active advisors currently associated with Runnymede Capital Advisors, Inc.

Warmer can help you find a great advisor at Runnymede Capital Advisors, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Runnymede Capital Advisors, Inc., 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.