Running Point Capital Advisors LLC
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About the firm
Running Point has merged with Cerity Partners. Together, the two firms offer a personalized Concierge Program designed to match prospective clients with an ideal financial advisor based on their unique financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized financial advisory services including a Concierge Program with complimentary discovery calls to match clients with advisors; services for individuals, institutions, non-profits, and corporations.
Who they serve
Prospective clients seeking a financial advisor, as well as institutions, non-profits, and corporations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 42 | $18M |
| High Net Worth Individuals | 134 | $725M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $5 million | 1.00% |
| $5 million - $10 million | 0.85% |
| $10 million - $20 million | 0.75% |
| $20 million - $50 million | 0.65% |
| $50 million - $100 million | 0.55% |
| Over $100 million | 0.45% |
Data as of March 19, 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. Running Point Capital Advisors 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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