AdvisorCensus / Financial advisors / New York / New York / Runnymede Capital Management Inc
Runnymede Capital Management Inc is a state-registered investment advisory firm in Mendham, NJ, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.
Quick answers
From the filingHow is Runnymede Capital Management Inc compensated?
On its Form ADV (Item 5.E, October 2026), Runnymede Capital Management Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.
Where is Runnymede Capital Management Inc located?
Runnymede Capital Management Inc's principal office is in Mendham, NJ, according to its Form ADV.
Is Runnymede Capital Management Inc registered with the SEC or a state?
Runnymede Capital Management Inc is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 106719.
How much does Runnymede Capital Management Inc manage?
Runnymede Capital Management Inc reports $94,353,293 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).
How have Runnymede Capital Management Inc's assets and staff changed since 2021?
In the Form ADV data for Runnymede Capital Management Inc: Regulatory assets under management: $91,938,133 in the October 2021 data and $94,353,293 in the October 2026 data, up 3%. Total employees: 4 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Runnymede Capital Management Inc serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49); high net worth individuals (39).
Does Runnymede Capital Management Inc report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/106719
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
- Fixed fees (other than subscription fees)
- Other
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
Regulatory assets under management
Item 5.F$94,353,293 as of October 2026, filing dated March 20, 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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2024 (2 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
4 states or jurisdictions
State-registered investment advisers are examined by their state securities regulator. 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 | $94,353,293 | 2 | March 20, 2026 |
| October 2023 | $76,920,389 | 4 | September 28, 2023 |
| October 2022 | $90,960,728 | 4 | March 21, 2022 |
| October 2021 | $91,938,133 | 4 | July 16, 2021 |
Regulatory assets under management: $91,938,133 in the October 2021 data and $94,353,293 in the October 2026 data, up 3%.
Total employees: 4 in October 2021 and 2 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 monthsNo changes to these filed facts in the last 12 months of filing data.
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 Management Inc (CRD 106719): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/runnymede-capital-management-inc-mendham-nj-106719