AdvisorOS Directory
Claim Profile
SC

Seth Lawrence Cogswell

RUNNING OAK CAPITAL LLC·EDINA, Minnesota
Unclaimed Profile
4519 W 56TH ST, EDINA, MN 55424CRD# 5010120Firm CRD# 286656
01

About

Seth Lawrence Cogswell is a registered financial advisor based in EDINA, Minnesota, affiliated with RUNNING OAK CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
RUNNING OAK CAPITAL LLC
RUNNING OAK CAPITAL LLC
AUM
$534M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at RUNNING OAK CAPITAL LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Other
04

Background

Compensation
Percentage of AUM
Other: BASE PAY PLUS DISCRETIONARY BONUS
Regulatory
SEC/IARD CRD# 5010120
Firm CRD# 286656
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in EDINA?

Browse all registered financial advisors in EDINA, Minnesota or claim this profile if it's yours.

Browse EDINA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Seth Lawrence Cogswell offer?
Seth Lawrence Cogswell specializes in Investment Management. Contact their office in EDINA, Minnesota for a consultation.
What are Seth Lawrence Cogswell's credentials?
Seth Lawrence Cogswell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Seth Lawrence Cogswell located?
Seth Lawrence Cogswell is based in EDINA, Minnesota, working with RUNNING OAK CAPITAL LLC. Their office serves clients in the EDINA metropolitan area and surrounding communities.
How does Seth Lawrence Cogswell charge for services?
Seth Lawrence Cogswell's firm is compensated through percentage of aum, other: base pay plus discretionary bonus. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RUNNING OAK CAPITAL LLC?
RUNNING OAK CAPITAL LLC has approximately 2 employees and manages $534M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in EDINA
Gregory Jerald Mortenson — CAPSTONE ADVISORY GROUP LLCScott Michael Siverhus — CAPSTONE ADVISORY GROUP LLCJonathan Todd Guyton — CORNERSTONE WEALTH ADVISORS, INC.Cory Stewart Kiner — PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.Ryan Michael Carlson — CONTEGO CAPITAL GROUP, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile