Unclaimed Profile

Michael Ashley Schulman

RUNNING POINT CAPITAL ADVISORS LLC·EL SEGUNDO, California

SIE, Series 7, Series 27, Series 63, Series 65CFAClean record11 years registeredRUNNING POINT CAPITAL ADVISORS LLC

101 NORTH PACIFIC COAST HIGHWAY, EL SEGUNDO, CA 90245CRD# 5044091Firm CRD# 306275

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Ashley Schulman · EL SEGUNDO, CA

Registration

CRD #5044091 · RUNNING POINT CAPITAL ADVISORS LLC · 11 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS LLC

Mar 2026 – present

RUNNING POINT CAPITAL ADVISORS LLC

May 2020 – Mar 2026

El Segundo, CA

HOLLENCREST CAPITAL MANAGEMENT

Sep 2016 – Aug 2019

NEWPORT BEACH, CA

DOUBLE EAGLE PARTNERS

Jul 2015 – Jun 2019

NEWPORT BEACH, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 27

Series 63

Series 65

Registration record

First registered · July 31, 2015

Years registered · 11

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RUNNING POINT CAPITAL ADVISORS LLC

CRD 306275 · SEC 801-117793

AUM

$509M

Regulatory assets under management

Employees

612 client accounts

Services offered by RUNNING POINT CAPITAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RUNNING POINT CAPITAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Michael Ashley Schulman offer?

Michael Ashley Schulman specializes in Financial Planning, Investment Management. Contact their office in EL SEGUNDO, California for a consultation.

What are Michael Ashley Schulman's credentials?

Michael Ashley Schulman holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Ashley Schulman located?

Michael Ashley Schulman is based in EL SEGUNDO, California, working with RUNNING POINT CAPITAL ADVISORS LLC. Their office serves clients in the EL SEGUNDO metropolitan area and surrounding communities.

How does Michael Ashley Schulman charge for services?

Michael Ashley Schulman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RUNNING POINT CAPITAL ADVISORS LLC?

RUNNING POINT CAPITAL ADVISORS LLC has approximately 8 employees and manages $509M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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