AdvizorPro
Runnymede Capital Advisors, Inc.

Runnymede Capital Advisors, Inc.. CRD 128974

Runnymede Capital Advisors, Inc. logo

CRD: 128974

Runnymede Capital Advisors, Inc.

$165.1M Total AUM
$165.1M Disc. AUM
18.1% 3Y CAGR
1 Employees
110 ADV. Clients
22 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
07-16-2004
Office Locations
1

Office Locations

-- Dublin OH

About Runnymede Capital Advisors, Inc.

Runnymede Capital Advisors, Inc. provides hands-on wealth management and investment advice for retail and high-net-worth investors, working with a limited number of clients for personalized service. Portfolios are built from a top-down economic and market outlook, with asset allocation and holdings continuously monitored, researched, and traded. The firm routinely uses and surveils ETFs and mutual funds to implement strategic and tactical portfolio changes, and custodies with Charles Schwab.

Team overview

50 AVG AGE
$165.1M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
22 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

JAMES THOMAS ARNOLD

JAMES THOMAS ARNOLD

Chief Compliance Officer, President

CRD
#1714461
Ownership
75% or more
Available
Available
Available

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-04-2022
02-24-2023
07-09-2024
03-05-2025
03-16-2026
Category Assets AVG. Account size
Discretionary $165,062,787 $970,958
Non-Discretionary $0 --
Total $165,062,787 $970,958

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
Public Funds:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
Public Funds 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

Continue browsing

View all advisor firms in Ohio

Start a free trial and
prospect smarter