Running Oak Capital LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Edina, MN. Its latest Form ADV filing, dated March 4, 2026, reports $875M in regulatory assets under management, 2 employees, and 1,035 accounts.
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 98.3% of total clients.
Top client categories% of clientsClients
1
HNWI
98.3%
1,017
2
Charitable
1.0%
10
3
Corporations
0.7%
7
4
Investment Cos.
0.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$875Mas of March 4, 2026
Discretionary96.5%
$845M
97% of total RAUM96.5%
Non-discretionary3.5%
$30M
3% of total RAUM3.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$875M
Total Accounts1,035
10Y AUM Change+$875M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee518:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.