Running Point Capital Advisors LLC

Running Point Capital Advisors LLC (CRD# 306275) is a financial advisory firm headquartered in El Segundo, CA. They manage $509,376,789 in 612 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
101 North Pacific Coast Highway, Suite 305, El Segundo, CA 90245
https://www.runningpointcapital.com
By the Numbers
  • Total Assets Under Management
    509
    MILLION
  • Total Number of Accounts
    612
    ACCOUNTS
  • Average Account Value
    $832,315
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NE, TX

Financial Advisors at Running Point Capital Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
Elizabeth Desousa, financial advisor El Segundo CA
Elizabeth B. Desousa
CRD#: 4838665
101 North Pacific Coast Highway, Suite 305, El Segundo, CA 90245

Elizabeth Desousa (CRD# 4838665) is an Investment Advisor Representative working at Running Point Capital Advisors LLC in El Segundo, CA and has over 19 years of experience in the finance industry.

2
Daniel Kerr, financial advisor El Segundo CA
Daniel A. Kerr
CRD#: 6418221
101 North Pacific Coast Highway, Suite 305, El Segundo, CA 90245

Daniel Kerr (CRD# 6418221) is an Investment Advisor Representative working at Running Point Capital Advisors LLC in El Segundo, CA and has over 8 years of experience in the finance industry.

3
James Schlager, financial advisor El Segundo CA
James F. Schlager
CRD#: 1944421
101 North Pacific Coast Highway, Suite 305, El Segundo, CA 90245

James Schlager (CRD# 1944421) is an Investment Advisor Representative working at Running Point Capital Advisors LLC in El Segundo, CA and has over 34 years of experience in the finance industry.

4
Michael Schulman, financial advisor El Segundo CA
Michael A. Schulman
CRD#: 5044091
101 North Pacific Coast Highway, Suite 305, El Segundo, CA 90245

Michael Schulman (CRD# 5044091) is an Investment Advisor Representative working at Running Point Capital Advisors LLC in El Segundo, CA and has over 17 years 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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