{ "crd_number": 106719, "slug": "runnymede-capital-management-inc-mendham-nj-106719", "primary_business_name": "RUNNYMEDE CAPITAL MANAGEMENT INC", "legal_name": "RUNNYMEDE CAPITAL MANAGEMENT INC", "dbas": [], "city": "Mendham", "state": "NJ", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2024-01-02", "years_registered": 2, "period": "2026-10-01", "filing_date": "2026-03-20", "carried_forward": false, "raum_total": 94353293.0, "raum_discretionary": 94353293.0, "raum_non_discretionary": 0.0, "raum_band": "25m_100m", "raum_band_label": "$25 million to $100 million", "total_employees": 2, "advisory_employees": 2, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 10875096.0, "count": null, "fewer_than_5": true }, "individuals": { "raum": 14778303.0, "count": 49 }, "insurance_companies": { "raum": 1489348.0, "count": null, "fewer_than_5": true }, "pension_profit_sharing": { "raum": 822868.0, "count": null, "fewer_than_5": true }, "high_net_worth_individuals": { "raum": 63777494.0, "count": 39 }, "corporations_other_businesses": { "raum": 2610184.0, "count": null, "fewer_than_5": true } }, "compensation_types": [ "fixed", "hourly", "other", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "pension_consulting", "portfolio_management_businesses_institutional", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "LA", "NJ", "NY" ], "websites": [ "https://buylocalnj.com", "https://facebook.com/RUNNYMEDECAP", "https://facebook.com/runnymedecap", "https://inspiredmoney.fm", "https://instagram.com/advisorandy", "https://instagram.com/chriswangnj", "https://linkedin.com/COMPANY/RUNNYMEDE", "https://linkedin.com/company/runnymede", "https://linkedin.com/in/advisorandy", "https://linkedin.com/in/andywang888", "https://linkedin.com/in/chriswang888", "https://runnymede.com", "https://twitter.com/RUNNYMEDECAP", "https://twitter.com/kungfuinvestor", "https://x.com/kungfuinvestor", "https://x.com/runnymedecap", "https://youtube.com/INSPIREDMONEY", "https://youtube.com/inspiredmoney" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106719", "city_as_filed": "MENDHAM", "url": "https://advisorcensus.com/firm/runnymede-capital-management-inc-mendham-nj-106719", "display_name": "Runnymede Capital Management Inc", "summary": "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.", "citation": "AdvisorCensus. Runnymede Capital Management Inc (CRD 106719): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)", "Other" ], "advisory_activity_labels": [ "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" ], "quick_answers": [ { "q": "How is Runnymede Capital Management Inc compensated?", "a": "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." }, { "q": "Where is Runnymede Capital Management Inc located?", "a": "Runnymede Capital Management Inc's principal office is in Mendham, NJ, according to its Form ADV." }, { "q": "Is Runnymede Capital Management Inc registered with the SEC or a state?", "a": "Runnymede Capital Management Inc is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 106719." }, { "q": "How much does Runnymede Capital Management Inc manage?", "a": "Runnymede Capital Management Inc reports $94,353,293 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary)." }, { "q": "How have Runnymede Capital Management Inc's assets and staff changed since 2021?", "a": "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." }, { "q": "What types of clients does Runnymede Capital Management Inc serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49); high net worth individuals (39)." }, { "q": "Does Runnymede Capital Management Inc report any disciplinary disclosures?", "a": "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" } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 91938133.0, "total_employees": 4, "filing_date": "2021-07-16" }, { "period": "2022-10-01", "regulatory_assets_under_management": 90960728.0, "total_employees": 4, "filing_date": "2022-03-21" }, { "period": "2023-10-01", "regulatory_assets_under_management": 76920389.0, "total_employees": 4, "filing_date": "2023-09-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 94353293.0, "total_employees": 2, "filing_date": "2026-03-20" } ], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/runnymede-capital-management-inc-mendham-nj-106719.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 49, "fewer_than_5": false, "raum": 14778303.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 39, "fewer_than_5": false, "raum": 63777494.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": null, "fewer_than_5": true, "raum": 822868.0 }, { "type": "charitable", "label": "Charitable organizations", "count": null, "fewer_than_5": true, "raum": 10875096.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": null, "fewer_than_5": true, "raum": 1489348.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": null, "fewer_than_5": true, "raum": 2610184.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106719", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }