# Runnymede Capital Advisors

Runnymede Capital Advisors is a Bank / Wealth / Trust based in Dublin, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Dublin, United States
- **Region:** North America
- **Address:** Dublin, Ohio, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** runcapadv.com
- **LinkedIn:** https://www.linkedin.com/company/runnymede-capital-advisors-inc

## Regulatory record

- **CRD number:** 128974
- **SEC file number:** 801-122483
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-16T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128974

## About

Founded in 2003 and based in Dublin, Ohio, Runnymede Capital Advisors operates as a registered investment advisor serving individuals, retail investors, and high-net-worth families. Its stated service set combines financial planning, tax planning, estate planning, and portfolio management under a single advisory roof. The firm's public materials point to a generalist wealth-management mandate rather than a discrete institutional strategy. Published service lines cover retirement planning, investment management, and estate structuring — a full-spectrum retail approach for the Columbus metro area — but no public track record names specific portfolio companies, fund commitments, or direct investments. No explicit geographic focus beyond central Ohio appears in available materials. Team size and assets under management remain undisclosed. The firm lists no additional offices or adjacent vehicles such as philanthropic foundations, real-asset arms, or co-investment clubs. No dated operational event from the last 24 months — personnel moves, new funds, or office openings — is publicly sourced. Runnymede's structural differentiator lies in its deliberate narrowness: a single-location advisor pairing tax-aware financial planning with in-house portfolio management, operating below the disclosure thresholds that larger multi-family offices or institutional allocators routinely cross. That small-shop architecture — without published AUM, team size, or investment holdings — makes its actual scale and capital-allocation decisions opaque to outside observers.

## Questions

### What services does Runnymede Capital Advisors offer?

The firm states it provides financial planning, tax planning, investment management, estate planning, and portfolio management. Its client base includes individuals, retail investors, and high-net-worth families, per its website.

### Where does Runnymede Capital Advisors invest client capital?

The firm's website describes portfolio management as a core service, but it does not name specific asset classes, sectors, or investment holdings in public materials. No portfolio companies, fund commitments, or direct co-investments are disclosed.

### Who makes investment decisions at Runnymede Capital Advisors?

The firm has not publicly named its principals, investment committee members, or key decision-makers. No LinkedIn page, team biographies, or regulatory filings readily accessible name individuals running the investment process.

## Related profiles

- [RUNI Ventures](https://altss.com/profile/runi-ventures)
- [Runtide Capital](https://altss.com/profile/runtide-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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