RUNNING OAK CAPITAL LLC
CRD #286656 SEC #801-110116 EDINA, MN 919-656-3712
SEC Registered
Total AUM
$822.8M
Discretionary
$800.4M
Employees
2
Clients
--
Accounts
1,039
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $822.8M | $800.4M | $22.3M | 2 | 0 |
| Feb 2024 | $533.7M | $522.5M | $11.2M | 2 | 0 |
| Jun 2023 | $403.9M | $397.5M | $6.4M | 2 | 0 |
| Mar 2023 | $403.9M | $397.5M | $6.4M | 2 | 0 |
| Nov 2022 | $379.4M | $378.6M | $800K | 2 | 0 |
| Sep 2022 | $379.4M | $378.6M | $800K | 2 | 0 |
| Jun 2022 | $379.4M | $378.6M | $800K | 2 | 0 |
| Mar 2022 | $379.4M | $378.6M | $800K | 2 | 0 |
| Dec 2021 | $344M | $344M | $0 | 1 | 0 |
| Mar 2021 | $344M | $344M | $0 | 1 | 0 |
| Jun 2020 | $296M | $296M | $0 | 1 | 0 |
| Mar 2020 | $296M | $296M | $0 | 1 | 0 |
| Mar 2019 | $220.5M | $220.5M | $0 | 2 | 0 |
| Mar 2018 | $207.4M | $207.4M | $0 | 2 | 0 |
| Jul 2017 | $180M | $180M | $0 | 3 | 300 |
| Mar 2017 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$822.8M
Discretionary$800.4M
Non-Disc.$22.3M
Employees2
Clients0
DateFeb 2024
Total AUM$533.7M
Discretionary$522.5M
Non-Disc.$11.2M
Employees2
Clients0
DateJun 2023
Total AUM$403.9M
Discretionary$397.5M
Non-Disc.$6.4M
Employees2
Clients0
DateMar 2023
Total AUM$403.9M
Discretionary$397.5M
Non-Disc.$6.4M
Employees2
Clients0
DateNov 2022
Total AUM$379.4M
Discretionary$378.6M
Non-Disc.$800K
Employees2
Clients0
DateSep 2022
Total AUM$379.4M
Discretionary$378.6M
Non-Disc.$800K
Employees2
Clients0
DateJun 2022
Total AUM$379.4M
Discretionary$378.6M
Non-Disc.$800K
Employees2
Clients0
DateMar 2022
Total AUM$379.4M
Discretionary$378.6M
Non-Disc.$800K
Employees2
Clients0
DateDec 2021
Total AUM$344M
Discretionary$344M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$344M
Discretionary$344M
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$296M
Discretionary$296M
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$296M
Discretionary$296M
Non-Disc.$0
Employees1
Clients0
DateMar 2019
Total AUM$220.5M
Discretionary$220.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$207.4M
Discretionary$207.4M
Non-Disc.$0
Employees2
Clients0
DateJul 2017
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees3
Clients300
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0