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
AMERIPRISE FINANCIAL SERVICES, LLC 707 2nd Avenue South Minneapolis, MN, 55402	$479,793,782,427	2284921	13903
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

Explore More Retirement Advisors in Edina, Minnesota

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.