RUNNING OAK CAPITAL LLC

EDINA, Minnesota·2 registered advisors·CRD# 286656
SEC# 801-1101160919-656-3712
01

Firm Overview

AUM
$534M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Other
Compensation
Percentage of AUM
Other: BASE PAY PLUS DISCRETIONARY BONUS
03

Specialties

Investment Management
04

Advisors at RUNNING OAK CAPITAL LLC

2 registered advisors
Jeffrey David Broders
EDINA, Minnesota
Seth Lawrence Cogswell
EDINA, Minnesota
05

Office Locations

EDINA, Minnesota
2 advisors

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Data sourced from SEC Form ADV filings. RUNNING OAK CAPITAL LLC (CRD# 286656) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.