Runnymede Capital Advisors Inc

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Runnymede Capital Advisors Inc
CRD #128974
SEC #801-122483
CIK #0002054540
AUM $138.4 M (2025-03-05)
Employees 1 (100% Investors, 0% Brokers)
Phone614-457-6096
Address
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
14011284562802001200920172026
CIK Period
0002054540
Sector Form 13F Holdings Value ($M)
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Apple Inc 5.3
Alphabet Inc 4.1
Palo Alto Networks Inc 4.1
Blackstone Group LP 2.9
Micron Technology Inc 2.9
Marathon Petroleum Corp 2.4
Lam Research Corp 2.2
KKR & Co LP 1.7
VISA Inc 1.3
Mastercard Inc 1.1
Grayscale Bitcoin Trust BTC 1.1
Alphabet Inc 1.0
Facebook Inc 0.7
Salesforce Com Inc 0.7
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 36 14.7
(b) Individuals (high net worth individuals) 21 123.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 0.3
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 177 138.4
By Discretionary
Discretionary 177 138.4
Non-Discretionary 0 0.0
Total 177 138.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 138.4
Total 177 138.4
EDGAR Form CIK 2011 - 2025
13F-HR [0002054540]
Comparable Firms State AUM ($B)
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SC 0.1
Conway Financial Group LLC
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Atlas Financial Planning LLC
GA 0.1
Somnio Financial Group LLC
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Argent Wealth Management Inc
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