RUNNYMEDE CAPITAL ADVISORS, INC.
SEC RegisteredHelping you plan a bright future!
About the firm
Runnymede Capital Advisors, Inc. was founded to provide investment advice to retail and high net worth individuals. Using a hands-on wealth management approach, the firm works with a limited number of investors to ensure personalized service. Each portfolio is evaluated employing a top-down review process, with attention applied to each component to measure how each asset class is contributing to portfolio returns.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advice and hands-on wealth management, including top-down portfolio evaluation, asset allocation review, monitoring and trading of individual holdings, surveillance of exchange traded funds and mutual funds, and strategic and tactical portfolio changes to seek to maximize returns for a given level of risk.
Who they serve
Retail and high net worth individuals
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 38 | $29M |
| High Net Worth Individuals | 16 | $136M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
55 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 16, 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. RUNNYMEDE CAPITAL ADVISORS, INC. 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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