AdvisorCensus / Financial advisors / Runnymede Capital Advisors, Inc.
Runnymede Capital Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.
Quick answers
From the filingHow is Runnymede Capital Advisors, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Runnymede Capital Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.
How much does Runnymede Capital Advisors, Inc. charge?
Its Form ADV Part 2A brochure dated March 16, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it); Hourly rate: $200 an hour (additional advice). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Runnymede Capital Advisors, Inc. registered with the SEC or a state?
Runnymede Capital Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 128974.
How much does Runnymede Capital Advisors, Inc. manage?
Runnymede Capital Advisors, Inc. reports $165,062,787 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).
How have Runnymede Capital Advisors, Inc.'s assets and staff changed since 2022?
In the Form ADV data for Runnymede Capital Advisors, Inc.: Regulatory assets under management: $138,492,410 in the October 2022 data and $165,062,787 in the October 2026 data, up 19%. Total employees: 1 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Runnymede Capital Advisors, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (38); high net worth individuals (16); charitable organizations (1).
Which custodians does Runnymede Capital Advisors, Inc. use?
Runnymede Capital Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Runnymede Capital Advisors, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/128974
Does Runnymede Capital Advisors, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 16, 2026 says: "There are no minimum requirements for opening an account."
What changed in Runnymede Capital Advisors, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $138,448,991 to $165,062,787 (+19%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)
The brochure's wording
Currently, fees range from 1.50% to 0.50%.
Account minimum: None
The brochure's wording
There are no minimum requirements for opening an account.
Minimum annual fee: $1,000
The brochure's wording
RCAI seeks a minimum annual fee of $1,000 per relationship, not per account , and may waive this requirement at its sole discretion.
Hourly rate: $200 an hour (additional advice)
The brochure's wording
clients can negotiate an hourly fee with RCAI for additional advice with the standard hourly fee starting at $200.
As stated in the firm's Form ADV Part 2A brochure dated March 16, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$165,062,787 as of October 2026, filing dated March 16, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (4 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $165,062,787 | 1 | March 16, 2026 |
| October 2025 | $138,448,991 | 1 | March 5, 2025 |
| October 2024 | $118,314,106 | 1 | July 9, 2024 |
| October 2023 | $100,322,664 | 1 | February 24, 2023 |
| October 2022 | $138,492,410 | 1 | February 4, 2022 |
Regulatory assets under management: $138,492,410 in the October 2022 data and $165,062,787 in the October 2026 data, up 19%.
Total employees: 1 in October 2022 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $138,448,991 to $165,062,787 (+19%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Runnymede Capital Advisors, Inc. (CRD 128974): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/runnymede-capital-advisors-inc-128974