Sand Run Wealth Management

Sand Run Wealth Management is an owner-controlled, newly formed Ohio-registered investment adviser that intends to serve individuals, families, and similar clients with investment management and financial planning services. In its initial Form ADV the firm reports no regulatory assets under management and describes offering portfolio management for individual clients alongside separate planning engagements.

The firm outlines a long-term, goals-based investment approach tailored to each client’s objectives, risk tolerance, tax circumstances, and liquidity needs, drawing on fundamental analysis and diversified allocations across ETFs, mutual funds, individual equities, and fixed-income securities. Sand Run generally provides discretionary portfolio management while coordinating with other professional advisers and emphasizing tax-aware investment considerations.

Noteworthy for a firm without active SEC-registered advisors, Sand Run offers financial planning through fixed, project-based engagements rather than solely hourly or asset-based billing, and it does not act as a private fund adviser. The brochure also discloses a custodial relationship with Charles Schwab for execution and operational services, the firm’s decision not to accept proxy-voting authority for client accounts, and outside employment of its managing member with a single-member family office.