RUNDE & CO. LLC
SEC RegisteredProcess-Driven Investing
About the firm
Founded in 1992 by Elizabeth and Casey Runde, Runde & Co. LLC is an SEC-registered, majority woman-owned investment manager located in Seattle, Washington. The firm brings decades of institutional experience to a boutique, client-focused structure grounded in rigorous fundamental analysis, disciplined risk management, and long-term independent, transparent investment counsel.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management grounded in fundamental analysis, disciplined risk management, and long-term investment counsel across fixed income and equities.
Who they serve
Prospective clients and advisors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 44 | $201M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.00% |
| Next $3,000,000 | 0.75% |
| Over $5,000,000 | 0.50% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RUNDE & CO. LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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