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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRODERS, JEFFREY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRODERS, JEFFREY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRODERS, JEFFREY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRODERS, JEFFREY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRODERS, JEFFREY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRODERS, JEFFREY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRODERS, JEFFREY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRODERS, JEFFREY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| COGSWELL, SETH, LAWRENCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| COGSWELL, SETH, LAWRENCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| COGSWELL, SETH, LAWRENCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| COGSWELL, SETH, LAWRENCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| COGSWELL, SETH, LAWRENCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| COGSWELL, SETH, LAWRENCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| COGSWELL, SETH, LAWRENCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| COGSWELL, SETH, LAWRENCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| COGSWELL, SETH, LAWRENCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| COGSWELL, SETH, LAWRENCE | I | MANAGING MEMBER | E | Control |
| COGSWELL, SETH, LAWRENCE | I | MANAGING MEMBER | E | Control |
| COGSWELL, SETH, LAWRENCE | I | MANAGING MEMBER | E | Control |
| COGSWELL, SETH, LAWRENCE | I | MANAGING MEMBER | E | Control |
| COGSWELL, SETH, LAWRENCE | I | MANAGING MEMBER | E | Control |
| COGSWELL, SETH, LAWRENCE | I | MANAGING MEMBER | E | Control |
| COGSWELL, SETH, LAWRENCE | I | MANAGING MEMBER | E | Control |
| COGSWELL, SETH, LAWRENCE | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Mar 17, 2025 REGISTERED
Notice Filings (7)
CA FL IL MN NJ NY TX
Address
4519 W 56TH STEDINA, MN 55424
United States
Phone: 919-656-3712