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

4519 W 56th St, Edina, MN 55424

https://www.runningoaketfs.com/index

By the Numbers

Total Assets Under Management

534

MILLION
Total Number of Accounts

853

ACCOUNTS
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

Showing 1 - 2 of 2 top financial advisors.

Lawrence Chan

CRD#: 4819537

Windermere, FL

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.

Yat Sing Wong

CRD#: 7635039

4519 W 56th St, Edina, MN 55424

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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