CRD: 171271
Runey & Associates Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-03-2014
- Office Locations
- 1
Office Locations
About Runey & Associates Wealth Management
Runey & Associates Wealth Management is a fee-only fiduciary firm in Mount Pleasant, SC focused on retirement planning and education-based advice for households age 50+ (typically $1M+ investable). Led by CFA charterholder James B. Runey III with a CFP/CPA advisor, the team builds portfolio paycheck strategies and ongoing wealth management, with portfolios heavily implemented via ETFs and custodied at Charles Schwab.
Team overview
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Client Personas
Custodian
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Owner & Executives
Linda C.E. Runey
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- 25% but less than 50%
JAMES BEAN RUNEY III
Associate, Chief Compliance Officer, Chief Executive Officer, FOUNDER, Managing Member
- CRD
- #5212356
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,796,418 | $358,892 |
| Non-Discretionary | $0 | -- |
| Total | $104,796,418 | $358,892 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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