Running Oak Capital LLC
Running Oak Capital LLC (CRD# 286656) is a financial advisory firm headquartered in Edina, MN. They manage $533,731,999 in 853 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management534MILLION
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Total Number of Accounts853ACCOUNTS
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Average Account Value$625,712
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, MN, NJ, NY, TX
Financial Advisors at Running Oak Capital LLC
1
Lawrence Chan (CRD# 4819537) is an Investment Advisor Representative working at Running Oak Capital LLC in Windermere, FL and has over 19 years of experience in the finance industry.
2
Yat Sing Wong (CRD# 7635039) is an Investment Advisor Representative working at Running Oak Capital LLC in Edina, MN and has 1 year of experience in the finance industry.
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