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RUNNING OAK CAPITAL LLC
CRD 286656File 801-110116
APPROVED
Retail clients
Filing as of Aug 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$874.7M
Above cohort median (national)
Discretionary AUM
$844.5M
Non-discretionary $30.2M
Clients
1,035
1,035 accounts
Employees
3
Above cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 15, 2017
- Principal office
- 4415 E LAKE HARRIET PKWY, MINNEAPOLIS, MN, 55419
- Phone
- 919-656-3712
- Website
- HTTPS://WWW.RUNNINGOAK.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $874.7M
- Discretionary AUM
- $844.5M
- Non-discretionary AUM
- $30.2M
- Discretionary accounts
- 883
- Non-discretionary accounts
- 152
- Total accounts
- 1,035
- AUM per client
- $845K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $48.1M |
| Investment companies | 1 | $368.0M |
| Charitable organizations | 10 | $8.5M |
| High net worth individuals | 1,017 | $450.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Employees | 2 | 3 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.