CRD: 306275
Running Point Capital Advisors LLC
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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2019
- Office Locations
- 1
Office Locations
About Running Point Capital Advisors LLC
Running Point Capital Advisors is a California-based multifamily office serving families with tailored portfolio management and comprehensive planning. The team integrates investment management with financial planning, tax prep/consulting, insurance, trusts & estates, and business management for coordinated reporting and advice. Offers a virtual office with video conferencing and custody relationships including Schwab and Fidelity.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES FREDERICK SCHLAGER
Partner
- CRD
- #1944421
- Ownership
- 75% or more
MICHAEL ASHLEY SCHULMAN
Advisor, Chief Investment Officer
- CRD
- #5044091
- Ownership
- 5% but less than 10%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $730,142,441 | $893,687 |
| Non-Discretionary | $15,482,861 | $673,168 |
| Total | $745,625,302 | $887,649 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2025
| 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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