RUNNING OAK CAPITAL LLC

4519 W 56th St
Edina, Minnesota 55424
Tel: 919-656-3712

About RUNNING OAK CAPITAL LLC

RUNNING OAK CAPITAL LLC, formally registered with the SEC as RUNNING OAK CAPITAL LLC. The firm was established in 03/15/2017. They have over 1 offices throughout the country.

RUNNING OAK CAPITAL LLC is a Edina, Minnesota based Financial Planning firm with nearly $533,731,999 assets under management, offering retirement planning & investment advisory services to 853 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286656
SEC#	801-110116
Assets Managed by Firm	$533,731,999
No. of Clients	853
No. of Advisors	2

Fee Structure

A percentage of AUM
Other (BASE PAY PLUS DISCRETIONARY BONUS)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Other (SUB-ADVISORY SERVICES; BASE PAY PLUS DISCRETIONARY BONUS)

Firm Client Information

	No. of Clients	AUM
Firm Total	853	$533,731,999
High net worth individuals	812	$382,739,072
Charitable organizations	2	$54,492,388
Corporations or other businesses	38	$19,171,434

More Retirement Planning firms in Edina, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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